Ameritas Rolls Out Survivor Index Universal Life Policy: Life Moves
By Allison BellThe product protects users against investment market downturns.
July 01, 2021
2021 Tax Filing Season Plagued With Unanswered Calls, Delayed RefundsThe Taxpayer Advocate Service outlines the problems the IRS faced because of the pandemic and the added responsibility of making stimulus payments.
July 01, 2021
Who Can Regulate the Crypto Market?A House subcommittee hearing explored whether regulators have the power to police this sprawling market or congressional action is needed.
July 01, 2021
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech RoundupAlso, UBS launches its fourth Future of Finance Challenge, an open competition for fintech startups and tech entrepreneurs.
July 01, 2021
How to Maximize Advisor Productivity While Avoiding BurnoutHow much can your team take on in a week without compromising the client experience? Here's how to figure that out.
June 30, 2021
5 FIA Myths BustedAn Athene executive has ideas about how to handle potential conversation stoppers.
June 30, 2021
4 Biggest Lessons Investors Learned From the PandemicA Natixis survey found a disconnect between investors' outsize expectations and their financial fears.
June 30, 2021
How APIs Can Strengthen the Financial Planning ExperienceBy integrating APIs, advisors can incorporate data from clients' other accounts into financial planning portals,