Tifin Gives Small Firms Free Access to Investing Platform Through FPA
By Jeff BermanFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 13, 2023
12 Hottest Housing Markets for 2024: SmartAssetThese are the markets with the highest projected home price growth through July, according to Zillow data.
September 13, 2023
New Bipartisan Bill Raises Social Security SSI Savings CapsThe caps haven't been raised since 1984, the bill's sponsors say.
September 13, 2023
7 Ways Advisors Can Build Their FirmsThese steps fall into three primary strategies for advisor growth, Carson Group leaders said.
September 13, 2023
Long-Term Care Insurance Sales Rise at Some Carriers: A.M. BestThree reported an increase of more than 10% in the number of new lives covered.
September 13, 2023
Social Security COLA 2024 Estimate Rises to 3.2%The estimates follow an 8.7% cost-of-living increase in 2023.
September 12, 2023
TIAA Thought Leader Goes Solo to Help Advisors Use AnnuitiesFormer TIAA managing director Tamiko Toland says the time is right to double down on the annuity question.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 2These firms have created unique products, services and processes that meet advisors' and investors' latest needs.