States May Get Tougher on Health Insurance Marketers
By Allison BellAgent groups want the NAIC to focus on lead generators. Consumer reps have different ideas.
November 09, 2022
Life Settlement Offers Are Set to Drop Due to Soaring Interest RatesA participant in the industry predicts that the higher cost of money will sting.
November 09, 2022
Tom Brady, Other Investors Hit by Crypto FiascoAlong with his ex-wife Gisele Bundchen, the quarterback helped finance FTX, Sam Bankman-Fried's once-high-flying crypto exchange.
November 09, 2022
The 19 Best Financial Services Firms to Own in 2022: MorningstarA select number of banks, asset managers, broker-dealers and related companies have a competitive edge in the industry, the research firm says.
November 09, 2022
Political Gridlock 'Not Good News' for Today's Markets: El-ErianUnlike in 2010, "This time around, the Fed cannot step in and provide stimulus," the economist said.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
Morgan Stanley Gets Toehold in ETFs Via Parametric-Advised DebutThe Innovator Equity Managed Floor ETF is sub-advised by the asset manager, which was acquired in March 2021 through the bank's purchase of Eaton Vance.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.