Social Security COLA for 2023 Estimated at 8.7%
By Dinah Wisenberg BrinIt would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 12, 2022
Insurers Must Reach Millennials and Gen Zers. Here's HowA product designer looks at ways to close young Americans' life protection gap.
September 12, 2022
Ric Edelman Takes Stake in Financial Planning Engagement PlatformThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 12, 2022
5 Worst States for Working-Age Death Increases in JulyThe median death rate for people ages 25 through 64 was 9.8% higher than in July 2019.
September 12, 2022
Advisors Cast a Wary Eye on 401(k) AnnuitizationIn an advisor survey, most respondents said offering annuitization as a default option at retirement would be harmful.
September 12, 2022
Goldman Plans to Cut Several Hundred JobsThe move from the banking bellwether is the surest sign yet of a chill that's set in across the industry amid a slump in revenue.
September 12, 2022
Small RIAs vs. 'Meta-Acquirers': Who Has the Advantage?David DeVoe and Brian Hamburger debate the influence of RIA consolidators, private equity, asset managers and insurers.
September 12, 2022
5 Common-Sense Ways to Explain Fees to ClientsGood advisors provide great value to clients, but advice comes at a cost. How do you explain it?










