What If the Index in an Indexed Annuity Goes Away?
By Allison BellA lawyer says standard contracts include provisions for index changes.
March 17, 2023
Building Retirement Income Requires More Than Monte Carlo WizardryWhile they can be useful, Monte Carlo analyses don't factor in the psychological aspects of retirement income planning.
March 17, 2023
Here's the Salary Needed to Live in the 12 Most Expensive U.S. Metro AreasLiving comfortably might cost more than you think in these areas.
March 17, 2023
Biden Seeks Tougher Penalties on Executives of Failed BanksThe president calls for clawbacks in the case of mismanagement and asks Congress to address the regional bank failures.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
March 17, 2023
Most New Investors of 2020 Are Still Investing: SurveyOne-third of new investors cited financial professionals as an information source, up 9 percentage points from 2020.
March 17, 2023
NASAA Lowers Passing Score for Series 65 ExamContent of the Series 63, 65 and 66 exams will also be updated; the changes take effect in June.
March 17, 2023
9 Strategies for Clients Stuck in Student-Debt Limbo: Advisors' AdviceWhat's the best approach on college loans as the Supreme Court considers President Biden's student debt relief plan?