SEC Adopts New Ad Rule, Allows Client Testimonials
By Melanie WaddellForm ADV was also amended to require advisors to provide more information on their marketing practices.
December 22, 2020
Social Security, Medicare Face Urgent Challenges in 2021COVID has deepened funding shortfalls, sapped political will to fix them and created a problem for workers born in 1960.
December 22, 2020
Social Security Benefits for Expats: 10 Questions AnsweredAmericans living or working abroad, and their advisors, should read up on totalization agreements and other issues impacting their payments.
December 22, 2020
COVID Relief Bill Includes Surprise Medical Billing FixThe bill would forbid arbiters from taking into account Medicare and Medicaid rates, which tend to be lower than commercial coverage.
December 22, 2020
Senate Passes $2.3T Package of Relief, Funding and Tax BreaksThe move follows passage in the House; President Trump is expected to sign the bill this week.
December 21, 2020
Congress Passes Spending Package With Health Broker Comp Disclosure ProvisionThe package also includes a surprise billing section that concerns America's Health Insurance Plans.
December 21, 2020
7 Predictions for Advisors & Firms in 2021From changes in recruiting deals to the continued growth of RIAs, M&As and other activities, here's what lies ahead next year.
December 21, 2020
5 Highest-Population States' COVID-19 Vaccine Dose AllocationsSome states appear to be getting more doses per new COVID-19 cases than others.