4 Things Advisors Must Know About Beneficiary Designations
By Richard MillerAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 13, 2024
Nebraska Regulators Fight Medicare Supplement Policy UnderpricingShoddy actuarial work and reckless efforts to build market share can lead to problems at policy renewal time.
March 13, 2024
Credit Suisse Client in Tax Dodge Case Gets $15M BailDan Rotta, 77, was arrested Saturday in Miami and must remain under house arrest with electronic monitoring, a federal judge ruled.
March 13, 2024
NAIC Fills in the Annuity Suitability Passage MapThe United States is six jurisdictions away from having what could be a uniform set of annuity sales standards.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 12, 2024
There's No Reason to Raise S&P 500 Target: Morgan Stanley's Wilson"We have a situation where people are reaching for risk because there is FOMO," the strategist said.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.