Opportunity Zone Funds: Who Really Benefits?
By Bernice NapachThere are signs that tax breaks trump community benefits. Case in point: A new draft IRS form.
November 04, 2019
Integrity Marketing Acquires Iowa-Based DistributorGreat American Legacy markets Medicare plans, long-term care insurance, life insurance and annuities.
November 01, 2019
Student Loan Help Tax Breaks and Other Employer DreamsWhen Prudential held a benefits trends media briefing in New York, a non-insurance topic was the star.
November 01, 2019
SEC Readies Updates to RIA Ad RulesThe Advertising Rule "hasn't been significantly amended since 1961 — long before social media," said Investment Adviser Association President & CEO Karen Barr.
November 01, 2019
The Brooke Shields Strategy Worked: Life Happens PresidentBut what Faisa Stafford is really thinking about now is the 2020 awareness campaign calendar.
November 01, 2019
2020 Health Open Enrollment to Test Value of Marketing SpendingCovered California is spending more on outreach. HealthCare.gov is holding steady.
November 01, 2019
Arthur Laffer's RIA Is AcquiredArthur Laffer, inventor of the Laffer Curve, recently received the Presidential Medal of Freedom.
November 01, 2019
FINRA Orders Raymond James to Pay $3.1M to Investors Over MLPsAll-public arbitration panel cites infractions related to investments in oil and gas master limited partnerships and unit investments trusts.