Social Security
New Platform Promises 'Near-Perfect' Social Security Planning
By John ManganaroThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 16, 2023
U.S. Q3 Mortality Stays HighPreliminary counts show that the death count was 11% higher than the pre-pandemic normal in September.
October 16, 2023
7 Top SEC Exam Priorities for 2024Exams will focus on emerging risks to investors along with perennially risky areas, the SEC said.
October 16, 2023
Ed Slott: RMDs Are a Nightmare This Year. Here's What Advisors Should Do."Keep this guide on your desk!" Slott urges.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
October 16, 2023
SEC Won't Appeal Court Decision Paving Way for Grayscale Spot Bitcoin ETFGrayscale has argued that investors would benefit from the conversion of its trust into an exchange traded fund.
October 16, 2023
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio ToolThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.