How to Talk With Retirement Clients About the Presidential Election
By John ManganaroAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 08, 2024
Lighthouse Acquires Harbor Life Settlements WebsitesMichael Freedman, the CEO, says the deal will boost his firm's lead-generation capacity.
July 08, 2024
Fidelity Hits Back at Fired Advisor's Reg BI LawsuitThe advisor was terminated for "deceptive misconduct," not for reporting rule violations tied to sales pressure, Fidelity says.
July 08, 2024
House Panel to Vote on Resolution to Kill DOL Fiduciary RuleThe House Education and Workforce Committee will vote on the measure Wednesday.
July 08, 2024
Salim Ramji Takes Helm as Vanguard CEO as Firm Faces CriticismThe former BlackRock executive will steer an industry leader facing complaints over customer service and new fees.
July 08, 2024
Genworth Sues Trustee Over Life Insurance Claim DelaysThe insurer wants to avoid having to pay 6% interest on the death benefits for more than 60 days.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 05, 2024
Why Pru, TIAA and State Street Put $5M Into Micruity's Annuity PlatformThe retirement income nervous system is intended to make the transition from accumulation to income more seamless.