American Academy of Actuaries Adds Diversity, Equity and Inclusion Web Page
By Allison BellAn Actuary Voices podcast on the page presents Annette James, chair of the Health Equity Work Group.
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.
March 12, 2021
First COVID-19 Wave Hit Preferred Insureds Hard: Work GroupIn one region, in April, the odds of insureds dying were more than twice as high as the normal odds.
March 12, 2021
CI Financial to Buy $2.5B RIA in New YorkSince entering the U.S. market in early 2020, Canada-based CI has made 15 acquisitions.
March 12, 2021
Cetera Adds 6 Texas BanksThe banks' program manager, financial advisor Bo Thibodeaux, was previously affiliated with Cetera.
March 12, 2021
How LinkedIn Prospecting Is Like Adopting a KittenDogs come when they are called. Cats, like most of your prospects, take a message and will get back to you.
March 12, 2021
Wells Fargo to Drop Abbot Downing BrandThe wirehouse is moving the business, which serves ultra-wealthy clients, into Wells Fargo Private Bank.