Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72
By Ginger SzalaLetting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
May 06, 2021
Educating Clients Is Not Your JobA life and annuity wholesaler makes the case that education-first strategies let the tail wag the dog.
May 06, 2021
Prudential Is Working On Annuity Derisking Deals: Rob FalzonThe company is continuing to pivot toward sales of variable life and variable annuities.
May 06, 2021
SEC Will Enforce Reg BI to the Letter: GenslerBut if the rule isn't protecting investors, the commission will "update and freshen" it, he told lawmakers.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 06, 2021
15 Best-Paying Metro Areas for Financial AdvisorsSmartAsset ranked the 50 biggest metro areas and found big differences even among large cities.
May 06, 2021
Ways and Means Brushes Past Talk of Secure 2.0 Annuity ProvisionsThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.
May 06, 2021
Cadaret Grant Adds $2B OSJThe Ohio-based Cedar Brook Group, which has 20 licensed financial professionals, has joined the Atria subsidiary.