UBS Next Invests in Estate Planning Platform
By Jeff BermanTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.
January 10, 2022
Medicare Plan Issuer Closes on $750M in Funding: FinanceStride, Zing, Embold and Plum Life have raised a total of $94.45 million.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 10, 2022
Investors Bracing for Volatility, Inflation in 2022Sixty-four percent of participants said their income is not keeping up with expenses, an Allianz Life study found.
January 10, 2022
Value Funds' 2021 Rebound Was Just a Blip: MorningstarValue funds outperformed growth funds in 2021 but lagged considerably over the past 10 years.
January 10, 2022
Tax Code Changes Should Buoy Life Sales: OneAmerica's Dennis MartinThe life insurance division head says rising interest rates could help, too.
January 10, 2022
4 Top Threats Facing Investors in 2022These are the most problematic products, practices and schemes, according to state regulators.
January 10, 2022
SEC Bars Ex-Advisor Charged With Defrauding At Least 100 ClientsThe ex-Raymond James and Alliance Global Partners rep faced 37 client complaints in two years, according to FINRA.