American Equity Rejects Offer From Elliott Investment-Backed Insurer
By Allison BellProsperity says that, if it can get more information, it might offer a higher price.
December 21, 2022
9 Factors That Drive Annuity Purchase DecisionsAccording to new LIMRA data, what is important to annuity buyers varies significantly based on an investor's age and life stage.
December 21, 2022
DFA to Cut Some Management FeesThe investment manager says it has regularly reviewed and reduced fees.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.
December 21, 2022
Rep. Neal Highlights 2 Important Parts of 'Historic' Secure 2.0 Act"We're on the eve, I hope, of passing very important legislation in the retirement space," he said.
December 21, 2022
The 5 Worst Advisor Crime Cases of 2022Stalking, intimidation, even murder — some of the biggest cases this year went beyond finances.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 21, 2022
Top 12 U.S. Boomtowns of 2022Despite a rough year, some American cities have thrived. These are the fastest-growing ones, according to SmartAsset.