Avoid These Behavioral Traps When Markets Slump
By Daniel S. KernEconomic growth is likely to slow from peak levels in the coming months. Coach your clients to avoid these common impulses.
July 27, 2021
AmeriLife to Acquire a Major Life and Annuity DistributorSaybrus clients have about $8.9 billion in annuity deposits and $110 billion of life insurance coverage.
July 27, 2021
FINRA Preps New Fingerprint Service for BDs, Funding PortalsFINRA plans to implement the new service by September.
July 27, 2021
Financial Planning Boosts Client Satisfaction: StudyThe study also finds that clients are more likely to recommend an advisor who talks to them about values.
July 27, 2021
El-Erian: Fed Will Punt on Economy, Inflation and Asset PricesOn Wednesday, it will likely say it's time to "start thinking about thinking about" tapering its monthly asset purchases.
July 27, 2021
COLA Wars: Will Congress Change How Social Security Raises Are Calculated?The fate of a recent Social Security bill is uncertain. Meanwhile, an index tracking seniors' costs is rising more slowly than the broader index.
July 27, 2021
Hightower Scoops Up $2B RIAAs part of the deal, Farr, Miller & Washington CEO Michael Farr is set to become Hightower's chief market strategist.
July 27, 2021
Ameriprise Continues Tilt Away From Guarantee RiskMore sales involved variable annuity contracts without living benefits guarantee features.