Bill to Claw Back Bank Execs' Bonuses Gets Senate Panel's Approval
By Lydia Beyoud and Steven T. DennisThe bill follows a public outcry sparked by executives at SVB and other failed banks receiving generous bonuses.
June 21, 2023
New Social Security Bill Boosts Survivors BenefitThe surviving spouse would get 75% of the combined couple's benefit; another bill boosts the caregiver's credit.
June 21, 2023
Number of Individual Disability Policies Holds Steady: Gen RePolicy sales were a little higher than in 2021.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 21, 2023
Guggenheim CIO Worries About Office Building Price CrashPrices in some cities could fall 40%, Anne Walsh said at S&P Global Ratings' insurance conference.
June 20, 2023
10 Competitors Fighting for Your ClientsAs the financial industry evolves, it is important to understand your rivals.
June 20, 2023
Should You Be a Big Fish in a Small or Large Pond?When switching firms, advisors must weigh the flexibility of a small firm against a large firm's advantage of scale.
June 20, 2023
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised FundsSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.