SEC Smites Pastor of Fake Church Over Ponzi Scheme
By Jeff BermanThe Church for the Healthy Self held no religious services but ran an investment program promising 12% returns.
September 30, 2022
U.S. Averts Government Shutdown as House Passes Short-Term Funding BillBut Republican opposition means potential turmoil when the legislation expires Dec. 16.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 30, 2022
Big BDs Could Face Heftier Fines Under New FINRA Rules"This is one of the most significant revisions to the Sanction Guidelines in decades," a former FINRA enforcer says.
September 30, 2022
Fidelity Exec Expects Medicare Issuers to Keep Emergency Benefits in PlaceHarold Stankard also sees plenty of $0 premium plans, and more dental benefits.
September 30, 2022
Schwab's Sonders Sees Opportunity in the 'Bear Market for Everything'"You want to look for companies that are bucking that trend," Schwab's chief investment strategist Liz Ann Sonders said.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.