LPL to Add $50B in Prudential Wealth Assets
By Janet LevauxAssets held at Fidelity's National Financial, other third parties and Prudential should move to LPL by late 2024.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 23, 2023
SEC Fines RIA for Paying Social Media Influencers to Solicit ClientsFundrise Advisors paid more than $8 million to over 200 social media influencers for business, the SEC says.
August 23, 2023
SEC Seeks More Comments on Controversial Custody Rule PlanThe SEC reopened the comment period for 60 days for feedback on its new private fund advisor rules.
August 23, 2023
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2023Here's the level of satisfaction among 5,887 plan members.
August 23, 2023
Half of Older Americans Considering 'Unretirement': SurveyPre-retirees and retirees are considering delaying or coming out of retirement, a survey found.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.