COVID-19 Creeps Toward Life Insurance Tax Accounting
By Allison BellFor life insurance purposes, actuaries are assuming that the picture for some could still be gray.
September 25, 2024
The Tax Cuts and Jobs Act Could SunsetMaybe you know that. Do your clients know that?
September 24, 2024
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here's Why.Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 23, 2024
Annuity Issuers Try to Talk the Same Tech Language, for RealThe companies hope more uniformity will make recommending the products less of a chore.
September 17, 2024
What's Behind Fidelity's Move to Restrict 401(k) Login SharingThe move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
September 16, 2024
IRA Rollover 'Tsunami' Worries Ex-DOL OfficialIRAs lack consumer protections and should be regulated by ERISA, Phyllis Borzi says.
September 13, 2024
86-Year-Old Investor Warns Peers on Value-Stock BetrayalMany value fund managers are grabbing expensive stocks as mega-caps rally. Jim Cullen advises against it.