Economy & Markets
What to Expect in the Second Half of 2023
By Stephanie LinkWe are not in the recession camp this year, but expect a slowdown and downdraft, says Hightower's Stephanie Link.
July 21, 2023
Prudential Overcomes Federal Appeal in Annuity Design CaseCase documents show how firms created and presented a product proposal.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
July 20, 2023
Appeals Court Sides With Aon in Lowe's 401(k) SuitPlaintiffs objected to the firm selling one type of service to the plan while providing another.
July 20, 2023
4 Reasons Public Speaking Is Still the Future of ProspectingGiving a seminar about annuities is tricky these days. So, talk about something else.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.