DOL Withdrawal of Independent Contractor Rule Threatens Indie Advisor Business Model: FSI
By Jeff BermanDOL's decision to withdraw the rule stands to increase costs for advisors and their firms, FSI's David Bellaire tells ThinkAdvisor.
May 12, 2021
SEC Staff Warns Against Mutual Funds That Own Bitcoin FuturesInvestors should consider the risks, the risk disclosure of funds and their own risk tolerance, the statement says.
May 12, 2021
UBS Explores Offering Crypto Investments to Wealthy ClientsUBS Group AG is in the early stages of planning to offer wealthy customers digital currency investments, joining U.S firms in seeking to give broader access…
May 12, 2021
Should the 'Step Up' in Basis for Inherited Assets Be Limited?Two professors debate President Biden's proposal to change rules allowing heirs to sell assets without paying capital gains taxes.
May 12, 2021
How Much Money Does It Take to Be Wealthy?Schwab, who asks this question every year, found the dollar amount cited by survey respondents dropped significantly from 2020.
May 12, 2021
When Health Plan Out-of-Pockets Exceed Employee SavingsThe author makes the case for point-of-care health care loans.
May 12, 2021
Life Insurance Application Volume Continues to GrowOlder consumers were iced out of the market. Now, conditions have warmed up.
May 12, 2021
U.S. Individual Annuity Sales Rise 9%Registered index-linked annuities continued to power growth of overall sales in these products.