How Advisors Can Get Ready for New SEC Marketing Rule
By Jeff BermanHere's what to know about embracing new marketing channels compliantly.
September 21, 2022
Actuaries Post Retirement Guide Aimed at Older RetireesThe Society of Actuaries' new Late-in-Life Decisions Guide offers guidance for those in the later stages of retirement.
September 21, 2022
Republicans Attack HHS Over 'Family Glitch' Health Rule ChangeVern Buchanan wants more information about efforts to close an ACA family coverage gap.
September 21, 2022
House Panel Wants Insurers to Put Pay Ranges in Job DescriptionsThe House Financial Services Committee has suggested that insurers put pay ranges in job descriptions to promote transparency and pay equity.
September 21, 2022
NASAA Selects Andrew Hartnett as New PresidentHartnett, deputy administrator for securities for the Iowa Insurance Division, will serve a one-year term.
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
September 20, 2022
How a Buffer Fund of Funds Can Help Advisors Manage RiskThese products give advisors a way to use buffer ETFs without some of the drawbacks.
September 20, 2022
12 Unexpected Places to Find Wealthy ProspectsYou don't have to join boards or attend $500-a-ticket galas to meet potential clients.