Biden Economic Plan Remains Stuck as Manchin Reports No Talks
By Erik Wasson and Laura LitvanSenator Joe Manchin said Tuesday that he wants any extension of child tax credit limited to those with earned income.
January 04, 2022
NAILBA May Merge With FinsecaThe groups' boards have voted to explore the possibility of a combination.
January 04, 2022
Precious Metals Firm Ordered to Pay $6M Over Hidden CommissionsThe firm and its founder allegedly solicited millions in investments while fraudulently charging commissions as high as 33%.
January 04, 2022
Biden Renominates Gomez to Key DOL PostThe Senate HELP committee will consider the nomination of Lisa Gomez to lead EBSA on Jan. 12.
January 04, 2022
The 'Shocking' Secret to Building Client LoyaltyFred Reichheld, creator of the Net Promoter score, tells ThinkAdvisor how to keep clients coming back for more.
January 04, 2022
The Two Top Life Settlement Sellers NowClients in their 90s may get good prices even if they are in great health.
January 04, 2022
Annual Client Reviews WorkYour clients' bodies get checkups. Why not their finances?
January 04, 2022
Pennsylvania Adopts NAIC Annuity Suitability UpdateCalifornia, New York and Florida are still outside the fold.