Social Security COLA Below 3% Looks Likely for 2024
By John ManganaroA 0% COLA is possible if inflation continues to ease, says Mary Johnson of The Senior Citizens League.
March 14, 2023
So Your Clients Want to Invest in AI? Here's What to KnowArtificial intelligence is having a moment, and your clients will have questions about how to invest in the burgeoning industry.
March 14, 2023
Higher Rates Buoy Retirees and Pensions Alike, but for How Long?Today's rising interest rates present "wonderful opportunities" for retirement investors, pension expert Russell Kamp tells ThinkAdvisor.
March 13, 2023
How Life and Annuity Issuers Could Get Silicon Valley Bank FluOne weakness in issuers' defenses could be contracts with low surrender charges.
March 13, 2023
Will First Republic Advisors Flee to Bigger Firms?First Republic advisors are getting calls from rivals as SVB's failure shakes their firm, a lawyer says.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 08, 2023
SEC Exams Can't Keep Up With RIA GrowthAs with Dodd-Frank, Congress will have to take action to help increase RIA exam frequency, says Michael Canning.
March 07, 2023
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': StrategistFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.