Ex-Wells Fargo Advisor Defrauded Health Plans, Jury Finds
By Allison BellThe financial professional and a pharmacist secured $4 million in extra benefits payments, the U.S. attorney argued.
December 13, 2023
Would New DOL Fiduciary Rule Curtail Advice Access? No Way, Consumer Groups TestifyAt a DOL hearing, the Consumer Federation of America called this industry argument "a scare tactic."
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 12, 2023
Why Some Financial Firms Are Wary of AICompanies face hurdles in using generative artificial intelligence, according to a recent EY survey.
December 12, 2023
Top 10 Life, Health and Annuity Deals of 2023, So FarThe year has been quiet, but some companies have gone shopping.