On the Cover: February 2025

Published on January 21, 2025

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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SEC Charges Arete Wealth, Part of Final Rush of Pre-Trump Actions

January 21, 2025
According to the commission, the firm attempted to cover up “allegedly fraudulent conduct” by several reps who solicited clients in speculative securities despite the broker/dealer not signing off.

Responding to Inflation With a Charitable Gift Annuity?

January 21, 2025
Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes.