8 U.S. Universities With the Most Ultra-Wealthy Grads
By Michael S. FischerMore than a third of U.S. residents with $100 million or more went to one of these schools.
February 23, 2023
Lincoln Financial Caps Executive Severance BenefitsThe limit will be 2.99 times the base salary plus bonus opportunity.
February 23, 2023
Annuity Winds Might Be Shifting: Nationwide ExecutiveEric Henderson says he expects variable product sales to improve.
February 23, 2023
Goodbye, Wirehouses: Why Young Financial Advisors Are Breaking AwayAt Dynasty, these advisors saw a chance to step off the sales treadmill and give fiduciary advice, they tell ThinkAdvisor.
February 23, 2023
Long-Term Care Benefit Payouts Rose 7.7% in 2022The average payout per claimant rose 4.9%.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Rule of 55 vs. Section 72(t): Which Is Better for Early Withdrawals?Your client may not know that they can tap retirement accounts early without penalty. But should they?
February 22, 2023
How Secure 2.0 Will Come Alive: Insights From a Treasury VeteranJ. Mark Iwry offers a peek into the Treasury Department's rulemaking machinery.