Investors Should Save More, Expect Higher Taxes and Diversify: J.P. Morgan
By Bernice NapachAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 15, 2021
Biden Plans First Major Tax Hike Since 1993The White House has rejected the wealth tax proposed by Sen. Warren but is still targeting the wealthy in its expected suite of tax hikes.
March 15, 2021
Life Insurers Fight Social Media Vaccine DisinformationVaccine foes are trying to use worries about life insurance to scare people away from getting their shots.
March 15, 2021
Tele-Crooks Prefer Banks to Insurers: PindropThe average 2020 contact center fraud rate was about seven times higher at banks.
March 15, 2021
This ETF Has FOMO in Mind: Portfolio ProductsIn addition, O'Shaughnessy Asset Management has expanded its ESG SMA offerings on its custom indexing platform.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 15, 2021
Kinsa Predicts COVID-19 Will Spread MoreThe smart thermometer company says the Northeast and the Upper Midwest are heating up.
March 15, 2021
Human Capital: SEC's Lee Zeroes in on SPACsWelcome back to Human Capital. I'm Melanie Waddell, ThinkAdvisor's Washington Bureau Chief. This week's hot topic was SPACs — special purpose acquisition…