Secure Act 2.0: A Gateway to 'Rothification' of Retirement?
By Janet LevauxAdvisor Jamie Cox says requiring Roth treatment of catch-up 401(k) contributions would be "the beginning of something bigger."
May 06, 2021
David Swensen, Yale Endowment's Pioneer Manager, Dies at 67Swensen managed one of the most-watched and best-performing college endowments for more than three decades.
May 06, 2021
Primerica Continues to Face Agent Licensing FrictionNet income increased despite producer pipeline issues and COVID-19-related mortality, the company said.
May 06, 2021
Educating Clients Is Not Your JobA life and annuity wholesaler makes the case that education-first strategies let the tail wag the dog.
May 06, 2021
Prudential Is Working On Annuity Derisking Deals: Rob FalzonThe company is continuing to pivot toward sales of variable life and variable annuities.
May 06, 2021
SEC Will Enforce Reg BI to the Letter: GenslerBut if the rule isn't protecting investors, the commission will "update and freshen" it, he told lawmakers.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 06, 2021
15 Best-Paying Metro Areas for Financial AdvisorsSmartAsset ranked the 50 biggest metro areas and found big differences even among large cities.