New Retirement Bill Would Allow Alts in 401(k)s
By Melanie WaddellThe Retirement Savings Modernization Act will broaden access to the types of investments found in pensions, Republicans say.
September 28, 2022
Is an Annuity the Right Choice for Your Client? 5 Questions to AskHere's a guide to help determine if the benefits of an annuity outweigh the costs for your client.
September 28, 2022
IRS Warns of Rise in Text Scams Targeting Personal, Financial DataIRS has identified and reported thousands of fraudulent domains tied to texting scams, known as "smishing."
September 28, 2022
Madoff Victims to Get $372M in New PaymentsThe eighth payment from the U.S. Justice Department's Madoff Victim Fund increases the total recovery to $4 billion.
September 28, 2022
Return-to-Office Resistance Is Pushing Advisors to Seek New Firms: Cetera ExecCetera expects a record asset-gathering quarter as advisors look for freedom, John Pierce tells ThinkAdvisor.
September 28, 2022
Lawmakers Press IRS to Extend Late Fee ReliefLawmakers are asking that taxpayer penalty relief be extended from Sept. 30 to mid- to late November.
September 28, 2022
JPMorgan Model Says Recession Is a Lock as Stock Slump Wears OnThe S&P 500's rout since the Fed turned extremely hawkish now implies a 92% chance of a recession vs. 51% in August.
September 28, 2022
New Bill Would Raise I Bond Purchase CapThe Savings Security Act of 2022 would raise the annual purchase limit when inflation tops 3.5%.