Planning for a Happy Retirement
By Bobbie TurnerThe global pandemic has threatened the well-being of seniors from a number of angles, making intentional, holistic planning all the more important.
August 21, 2020
Moratorium on Student Loan Payments ExtendedStudent loan relief, set to expire after Sept. 30, will remain in place through the end of the year.
August 21, 2020
In Reversal, DOL Will Hold Hearing on Fiduciary RuleThe department, which previously denied a request for a hearing, now has one planned for Sept. 3.
August 21, 2020
Investors With Both 401(k) and IRA Save More Over Time: StudyAn EBRI study of millions of accounts shows how leakage and account closures are negatively related to total retirement savings.
August 21, 2020
Ex-Raymond James Rep Suspended for Unauthorized TradingThe broker exercised discretion in a client's account without written authorization, FINRA says.
August 21, 2020
LPL Execs Urge Advisors to Charge for PlanningBy charging for planning, you can build and grow relationships and revenue, Andy Kalbaugh, a managing director at the BD, says.
August 21, 2020
COVID-19 Energizes Life Insurance Awareness Month 2020 CampaignBrooke Shields is back as the spokesperson, and agents are already promoting the campaign on social media.
August 20, 2020
AmeriLife Names Benefits Unit President: Personnel MovesTruChoice, Jackson National, iPipeline and Navitus also have announcements.