Top 15 Financial Advisor Hotspots: 2023
By Michael S. FischerThese are the metro areas with the most advisors per capita, according to SmartAsset.
February 24, 2023
Ex-Advisor Who Tried to Flee Prosecution Sentenced to 9 YearsSteven Xigoros of Massachusetts defrauded clients of more than $4.3 million and failed to pay taxes, prosecutors said.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
Jacobson Sees Life and Health Labor Demand CoolingBut 65% of the companies said they expect to increase staffing this year.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 24, 2023
Regulators Say Rising Rates Could Ding Life Insurers' Mortgage InvestmentsLife insurers have about $1 trillion invested in mortgages and mortgage-backed securities.