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CFP Board Announces Action in VUL Case
Allison Bell | January 22, 2019
The case involves questions about suitability.
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'Giving Back' Can Build Stronger Customer Ties
Catherine Hernandez-Blades | January 22, 2019
An Aflac branding specialist makes the business case for doing the right thing.
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Payment Tech Supported by Kitces Raises $2M Online
Janet Levaux | January 22, 2019
The funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
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Government Shutdown Raising Risks to U.S. Economy and Stocks
Bernice Napach | January 22, 2019
Perhaps that's why Republican and Democratic leaders in the Senate agreed to votes Thursday that could end it.
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5 IRS 199A Deduction Reg Questions, for Annuity Sellers
Allison Bell | January 22, 2019
The biggest question may be whether the 199A glossary will affect other IRS regs.
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Skeptical About ESG? Don’t Be. Here’s Why
Ginger Szala | January 22, 2019
A new Amundi SA study shows out performance by ESG funds in recent years, and Nuveen, with $20 billion in ESG assets, affirms that finding.
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UBS Q4 Results Miss Mark, Despite Boost in Wealth Unit
Janet Levaux | January 22, 2019
The advisors in the Americas average yearly fees and commissions rose 8% from 2017.
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Life Insurance Is NOT a Financial Service: New IRS 199A Tax Deduction Regs
Allison Bell | January 22, 2019
The new regulation should help insurance agents get a new 20% business income deduction.
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Galvin Says Royal Alliance Failed to Supervise Agent
Melanie Waddell | January 22, 2019
The Massachusetts' chief securities regulator said Royal Alliance failed to supervise an unsuitable investment made by one of the firm’s agents.
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Why the Quants Aren’t Adding Up
Satyajit Das | January 22, 2019
Black-box investing strategies are vulnerable to a host of inherent biases, which are now being exposed.
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