Compass sued by former Anywhere shareholders over merger disclosures

Many clients have revocable trusts. Most never get funded, undermining their estate plan. As wealth advisors look to get more involved in estate planning, this is an opportunity to provide a value-add for clients without getting into the morass of complex estate-planning acronyms. An Advisor Issue A client can leave an estate-planning meeting with an…

Atom Bank has launched a ‘Natural Capital’ lending proposition to support the development of new housing and infrastructure across the UK. As part of the Natural Capital loans, the lender has established methods for handling changes in land value and loan-to-value (LTV) ratios as arable land is converted into a habitat bank. Demand for…