A New Way to Train Next-Gen Financial Planners
By Caleb BrownHiring students to provide data entry services gives them valuable experience and eases the burden on experienced advisors.
September 02, 2022
IRS Posts LTCI Issuer Rehabilitation Letter RulingThe transaction should not affect the policyholders' federal income taxes, according to an IRS senior counsel.
September 02, 2022
U.S. Death Rate Expected to Remain High: AnalystsAnalysts think mortality rates will normalize by 2030, and could even be lower than expected for individual annuity holders.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 02, 2022
Income-Generating ETFs Popular in Tough MarketETFs featuring dividend strategies, munis and high-yield bonds have seen strong inflows, Dave Nadig tells ThinkAdvisor.
September 02, 2022
Schwab Teams With CFP Board on New Scholarship to Boost DiversityThe Charles Schwab Foundation CFP Certification Scholarship is part of Schwab Advisor Services' ongoing diversity efforts.
September 02, 2022
Life Insurance Awareness Month Arrives Amid COVID-19 LullOrganizers hope Roselyn Sánchez, the 2022 spokesperson, will appeal to Hispanic consumers.
September 02, 2022
Edward Jones Underpaid Female Advisors, Class-Action Suit SaysA former advisor takes issue with the firm's assertion that it has identified pay gaps and "addressed" them.