Senate Spending Bill Pumps $14M Into Secure 2.0 Implementation
By Melanie WaddellThe Senate Appropriations Committee also expressed concerns about the SEC's Investor Advisory Committee and CAT.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.
July 13, 2023
MassMutual Adds an Annuity Cushion for the AnxiousThe company put a Cboe Vest buffer fund on the investment options menu.
July 13, 2023
15 Biggest Compliance Challenges for Advisors in 2023One compliance topic was picked by 70% of respondents as among the hottest.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 13, 2023
Head of Thrivent Advisor Network Let Go Amid RestructuringCarolyn Armitage, who joined the firm two years ago, is out, along with four members of her team.
July 13, 2023
DOL Secure 2.0 Rules Land at OMBSenators told the acting Labor secretary to prioritize six retirement and benefit-related provisions.