Surging Rates Stoke GOP Tensions on Paying for Tax Cut
By Steven T. Dennis and Enda CurranYields on 10-year Treasurys are double what they were just before Trump started his first term.
January 17, 2025
Wells Fargo, Merrill to Pay $60M Over Cash SweepsClients were pushed into bank sweeps that at times paid far less than other options, the SEC said.
January 16, 2025
COLI Advisors are Retiring Faster than They Can Be ReplacedThe industry's painful loss is a huge opportunity for younger financial professionals.
January 16, 2025
The Sears Catalog Has a Lesson for the Annuity IndustryMarketing has to change, or you'll find what's left of the marketing in antique shops.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 16, 2025
Federal Appeals Court Rules on How to Read a Life Insurance PolicyKansas City Life violated contract terms when changing its cost-of-insurance charges, an 8th Circuit panel found.
January 16, 2025
How to ‘Bulletproof’ a Will With a No-Contest ClauseEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 16, 2025
As Wire Fraud Claims Rise, Advisors May Find They Aren’t Properly InsuredAn advisory firm needs to protect itself to ensure that it isn’t on the hook for these liabilities.