Who Benefits Most From Annuity Purchases?
By John ManganaroWell-designed variable deferred annuities with some equity exposure can enhance retiree well-being.
January 18, 2023
Wave of Tax-Hike Bills to Debut in Statehouses ThursdayLawmakers in seven states plan to propose tax hikes on the wealthy, including taxes on unrealized capital gains.
January 18, 2023
How 7 Advisors Forged Bonds With CPAs, Lawyers: Advisors' AdviceBuilding these alliances takes a lot of networking and often a little creativity, advisors told us.
January 17, 2023
Advisors Ignore 401(k) Plans at Their Peril: Carson, Vestwell ExecsTech partnerships can help advisors meet growing demand for 401(k) services, Jamie Hopkins and Aaron Schumm say.
January 17, 2023
CFP Board Sanctions Advisor Over Misleading YouTube Video AdThe planner claimed individuals could be "100% certain" of affording retirement in "just 3-5 years," the board said.
January 17, 2023
Creative Planning Taps Charlie Bilello as Chief Market StrategistBilello founded and led Compound Capital Advisors before joining Peter Mallouk's firm.
January 17, 2023
Ex-AARP Lobbyist Named New SEC Investor AdvocateCristina Martin Firvida oversaw federal and state advocacy on Social Security, pensions and more at AARP.
January 17, 2023
New SEC Marketing Rule FAQ Could be 'Problematic,' Compliance Pro SaysExperts say the directive on displaying gross and net performance doesn't align with how firms actually calculate performance.