Will RIAs Start Using Fixed Rate Annuities in Portfolios?
By David BlanchettThe products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 18, 2024
SEC's Texting Crackdown Rages On, With RIAs Likely NextStand-alone penalties against investment advisory firms are coming, two former SEC attorneys say.
March 18, 2024
SEC Fines Two Firms for Bogus AI ClaimsThe firms made false and misleading statements about using AI, the SEC says.
March 18, 2024
BBVA Opens Miami Advisory for Wealthy Latin American ClientsThe Spanish bank already offers international wealth services in Spain and Switzerland.
March 18, 2024
Americans' Biggest Financial RegretsThe overall stress level around financial regrets is increasing, according to Bankrate research.
March 18, 2024
States to Send New CEO Into Annuity Sales Standards FightThe NAIC has picked Gary Anderson of Massachusetts to lead its staff.
March 18, 2024
Fed Hikes Slash Household Net Interest Income in Break From PastThe annual interest on mortgages, credit cards and other debt has risen almost $420 billion since hikes started.
March 15, 2024
7 Reasons Roth Accounts Are Better for Retirement Savings: StudyNew research finds retirees tend to spend down pretax accounts faster. Here's why.