February 16, 2022
Ex-Broker Gets 7 Years in Prison Over $2.4M Scam Targeting Older ClientsThe ex-broker told investors they were funding a shopping app but spent their money on gambling, jewelry and other items, prosecutors said.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 16, 2022
Immediate Annuity Shoppers Seek 9.4% More Annual Income: CannexU.S. residents who were shopping for immediate annuities in the fourth quarter of 2021 seemed open to paying more in premiums to get more annual income. Cannex…
February 16, 2022
Veteran Medicare Agents Fared Better Than Newcomers in 2021: Compensation SurveyMany experienced participants said they generated more than $150,000 in 2021 commissions.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.
February 16, 2022
DOL Fiduciary Rule Supporters Flock to Capitol Hill to Brief LawmakersStaffers on Capitol Hill have been getting questions ahead of the proposal's expected release, Maureen Thompson of the CFP Board says.