Is This Big Risk Lurking in Your Social Security Claiming Math?
By John ManganaroAs a reader pointed out, Social Security projections are only as good as the assumptions fed in.
February 20, 2024
Best & Worst Broker-Dealers: Q4 Earnings, 2023Six large BDs reported a drop in earnings in the final quarter of 2023.
February 20, 2024
Zinnia Gets Court Approval to Buy AnnuityNet's ParentThe would-be parent may have more cash to help AnnuityNet keep up with iPipeline and FireLight.
February 20, 2024
Let's Offer Consumers Stability: Foresters' New CEOMatt Berman wants life insurers to do a better job explaining what they do.
February 20, 2024
Investor Group Agrees to $10.1B Truist Insurance DealThe brokerage business owns Crump Life Insurance Services and BenefitMall.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
RIA Deals Rebounded in Back Half of 2023: EchelonThe wealth management sector's strong fundamentals sparked the M&A revival, according to the investment bank.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.