'Wall of Worry' Casts Shadow Over Markets in Q4
By Daniel S. KernHere are five areas expected to drive market performance and investor nervousness.
October 18, 2021
Bill to Change Social Security COLA, Expand Payroll Tax ComingThe bill would tie Social Security COLAs to the CPI for the Elderly, increase benefits and merge the old-age and disability funds.
October 18, 2021
The SEC Is Bringing Novel Insider-Trading CasesIt's taking an increasingly aggressive approach toward material nonpublic information, even in non-insider trading cases.
October 18, 2021
Ladder Uses Cash to Promote Life InsuranceGoogle Trends numbers suggest Ladder might be doing especially well in states like Indiana and New York.
October 18, 2021
Consumers' Short-Term Inflation Expectations Hit New High: New York FedBut five-year inflation expectations have changed little since before the pandemic.
October 18, 2021
Morgan Stanley Loses FINRA Arb Case on Botched Options TradingA client alleged the wirehouse was negligent and failed to supervise when trading of Tesla options wasn't executed properly by a rep.
October 18, 2021
14 Annuity Tax Facts to KnowHere's what advisors should know about taxation of death benefits, private and charitable annuities, and annuities' use in estate planning.
October 18, 2021
Advisor Group Unveils Enhanced Tech, Including Express OnboardingThe firm also launched a newly designed Advisor Business Hub portal and an upgraded CRM platform.