Life Settlement Offers Are Set to Drop Due to Soaring Interest Rates
By Wm. Scott PageA participant in the industry predicts that the higher cost of money will sting.
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.
November 09, 2022
Voters Return 3 State Insurance Commissioners to OfficeMassachusetts voters have set a minimum loss ratio for dental insurance.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.