Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': Strategist
By John ManganaroFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.
March 07, 2023
More States Adopt Reg BI-Compatible Annuity Sales StandardsGeorgia, Illinois and Tennessee have joined 30 other states in adopting NAIC's annuity sales standard update.
March 07, 2023
Biden Proposes Tax Hike on Income Over $400K to Fund MedicareThe president's budget also proposes the ending of a tax loophole used by business owners and higher earners.
March 06, 2023
U.S. Life Application Activity for Younger Consumers RisesMaybe the latest Insure Your Love marketing campaign clicked.
March 06, 2023
5 Advisors Warn: Don't Dabble in 401(k) Plans!Advising retirement plans, while a great potential revenue source, is more complex than serving individuals, Jamie Hopkins and others say.
March 06, 2023
Twin Advisors Defrauded 60 Clients, SEC SaysThe advisors charged higher fees than clients had agreed to, according to the SEC.
March 06, 2023
LPL Picks Up $1.45B Advisor Team From Wells FargoCarnegie Private Wealth is the 29th team to join LPL Strategic Wealth Services since it launched in April 2020.
March 06, 2023
Industry Groups Press SEC to Extend Custody Rule Comment PeriodRIAs and custodians need more time to understand the controversial proposal, SIFMA, IAA and other groups say.