Your Clients' Financial Well-Being Is More Than Their Finances: Morningstar
According to Morningstar, a person who isn’t both economically sound and emotionally well is not financially healthy.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
6 Top House Annuity Bills
While President Donald Trump pushes for a major tax reform proposal, Congress is considering 45 bills that refer to annuities.
U.S. Stocks Should ‘Terrify’ Janet Yellen: Billionaire Investor
Paul Tudor Jones says U.S. market cap to GDP ratio highest since '00; stocks could rise higher after French election.
Trump’s Tax Plans Coming Next Week, White House Official Says
Word comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
3 Lessons Prince Left Agents and Advisors
The Rock and Roll Hall of Famer died a year ago, without a will.
Workers Maintain or Increase Income After Claiming Social Security: ICI
The median worker replaced 103% of spendable income after claiming Social Security, ICI economists found.
Advisors Can Now Earn Medicare CFP Board CE Credits
Medicare Interactive Pro now offers two online Medicare courses approved by the CFP Board.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
The Biggest Concerns of Not-for-Profit Plan Sponsors: TIAA Report
TIAA suggests ways plan sponsors can prepare employees for successful retirement.