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Jay Tarshis will be speaking at the Morgan Stanley Private Wealth Management Entrepreneurs Forum. This targeted experience features a collection of prominent speakers including experienced entrepreneurs, professional advisors, and top thought leaders from within Morgan Stanley. Topics include: Pre...

KEY COMPLIANCE UPDATES TRACK: Title Talk - Navigating Title Insurance, AOLs and Waivers In this session attendees come away with a thorough understanding of the risks and benefits of title insurance, Attorney Opinion Letters (AOL) and GSE title waiver programs. Risk and compliance professionals won...

You owe it to yourself, your family, your colleagues and your clients to think about and plan for practice succession. Even if you have no plans to change what you’re doing now, eventually you will have to consider your future. And as with many things, planning ahead gives you the best chance at...