WHERE HAVE YOU GONE, CHIP HILTON?
Somewhere Over the Rainbow
Investment Management Roundtable Discussion – Personal Estate Planning
There have been several new class actions filed recently challenging “shadow insurance” transactions between life insurance companies and their “captive reinsurers.” Three of those class actions are in federal court in New...more
Below is an update on the "excessive fee" cases under section 36(b) of the Investment Company Act of 1940. Most of these complaints are now proceeding on the "sub-adviser" theory: that annuity contract-holders pay...more