Nassau Aims Annuity at Social Security Planning Market
By Allison BellOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 16, 2024
What the Hungary Tax Treaty Termination Means for AdvisorsThe Treasury Department has canceled a tax treaty, one in effect since 1979. That's unusual.
January 12, 2024
Why New DOL Fiduciary Rule Is Not a 'Rehash' of 2016Former EBSA head Phyllis Borzi explains how Labor's new rule differs and where it may end up.
January 11, 2024
7 Threats Life and Annuity Commenters See Lurking in DOL Fiduciary Rule DraftOne is a provision that could shut some insurers out of the rollover market for 10 years.
January 11, 2024
What Advisors Think of New Spot Bitcoin ETFsFinancial planners offer wide-ranging views on whether the cryptocurrency vehicles are right for clients.
January 10, 2024
DOL: If You Were an Independent Contractor, You Probably Still AreAgents may, or may not, have to spend heavily or be legally separate to be independent.
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.