Tesla shorting case could cost UBS $92M; weighing pros and cons of life insurance; the tax hit of ‘un-retiring’; tech tools for client divorce

REGULATION AND COMPLIANCE: For recommending that clients short Tesla stock, UBS and one of its brokers were hit with a whopping $95 million FINRA arbitration decision; UBS says it will appeal. Read the details.?

READ: UBS, broker nailed with $95M FINRA award over shorting Tesla

TAX PLANNING: The families of wealthy clients can reap the benefits of life insurance strategies — despite high premiums — though financial advisors need to be aware of the complex planning that can required.?

READ: The tax benefits of life insurance — and the risks to consider

RETIREMENT AND TAX: Some retirees rejoin the workforce because they have to; others, because they want to. In either case, the tax implications of going back to work can be significant. Here’s what to know.??

READ: For 25% of retirees going back to work, there's a tax pitfall to avoid

TECHNOLOGY: Certified divorce financial analyst Craig Robson, CFP?, CIMA?, CDFA? of Regent Peak Wealth Advisors shares the details of his technology stack — especially the elements that help him best serve clients facing divorce.

READ: Using tech to help clients through divorce: Show Me Your Stack

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