Ex-Merrill Rep Settles Smoothie Lawsuit for $7,500
By Jeff BermanJames Iannazzo's lawyer called the settlement a "token payment."
September 01, 2022
Will the Inflation Reduction Act Push Employers Away From Sponsoring Health Plans?It's possible that the new rules for claiming the premium tax credit could be made permanent.
September 01, 2022
Debate: Is Biden's Student Loan Forgiveness Plan a Mistake?Two professors discuss the president's plan to forgive up to $10,000 in student loan debt for certain taxpayers.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
September 01, 2022
Regulators Draft Language for Hot New AnnuitiesThe new definitions could start shaping index-linked variable annuity products in April.
September 01, 2022
The Key to Financial Planning That Most Clients Miss, According to an AdvisorAdvisor and author Steve Lynch reveals what he thinks is the most productive way to view money.
September 01, 2022
Key Aide to FINRA CEO Gets a PromotionNathaniel Stankard will spearhead integrating FINRA's regulatory operations.
September 01, 2022
Jeremy Grantham: 'Superbubble' Yet to Burst in 'Epic Finale'"Every historical parallel suggests that the worst is yet to come," the investment strategist wrote this week.