Secure 2.0 Act Needs a Fix: Jeff Levine
By John ManganaroThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 22, 2022
Riskalyze, InvestorCOM Deal Gives Advisors Help With Rollover Compliance: Tech RoundupBento Engine has generated over 7,000 advice alerts enabling advisors to educate clients, prospects about financial life advice.
December 22, 2022
Florida OKs Deal That Could Put Life Settlement Firm on NasdaqEast Resources is asking its shareholders to give it more time to merge with Abacus Life.
December 22, 2022
These Were the Best Trades in 2022What worked most this year was a long-inflation strategy, tied to the Fed's most aggressive policy tightening in four decades.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.
December 22, 2022
12 Financial Advisor Designations That Can Boost Your CareerHaving any of these widely recognized professional designations will boost your credibility with clients and prospects.
December 22, 2022
American Equity Rejects Offer From Elliott Investment-Backed InsurerProsperity says that, if it can get more information, it might offer a higher price.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.