7 'Must Read' Books for Financial Planners
By John ManganaroWe asked David Blanchett and other industry experts for book recommendations. Here’s what they suggested.
September 22, 2025
How to Get Retirement Spending Guardrails RightOversimplifying the process could lead clients to make dramatic, unnecessary spending cuts, researcher Derek Tharp suggests.
September 22, 2025
Osaic CEO: 3 Ways the Firm, Advisors Need to AdaptIn the "amazing market" of advice, Jamie Price says, holistic planning, tax work and technology are focal points.
September 22, 2025
6 New Social Security Bills in Congress NowA number of measures have been introduced this year, but retirees need more help, according to one advocate.
September 22, 2025
Ex-Wells Fargo Broker Suspended, Fined Over $675K Customer BequestCarol Abdo-Brownsberger provided inaccurate information on her role as a foundation trustee, FINRA says.
September 22, 2025
Trump Unveils Gold, Platinum Visas to Cost Up to $5MTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 22, 2025
Bob Doll: We're in a 'High-Risk Bull Market'Equities represent more than 30% of households' financial assets, a record high, the Crossmark CEO writes.
September 22, 2025
Prudential and LPL to Offer New Type of 'Income Overlay' ProductA contingent deferred annuity can create what amounts to an income spigot for an existing portfolio.