XY Planning Network Announces Fintech Finalists
By Marlene SatterMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 27, 2019
IRS Updates Views on Some Annuity FeesAccording to IRA expert Ed Slott, the ruling is good "for both advisors and consumers," though he adds that "no two annuities are exactly alike."
August 27, 2019
Indie Wirehouse Firms Post Q2 2019 ResultsPerformance in the most recent quarter included generally positive momentum, though some firms continue to struggle in recruiting, retention and profits.
August 27, 2019
Fixed Indexed Annuities Are on a RollThese products are making a comeback after demise of DOL fiduciary rule and rising volatility in stock market.
August 27, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict them.
August 27, 2019
IBD Sees Surge in Advisors Ditching FINRAPlus, industry research finds 71% of RIAs hiring staff and 42% recruiting from rivals.
August 27, 2019
Coming Soon: Windows 7 End of LifeWith Microsoft support ending on a much used operating system, advisors need to know next steps — especially for security.
August 27, 2019
Fiduciary Rule Questions Linger as Trump Picks Scalia to Head LaborIndustry attorneys weigh in on the likelihood of a DOL fiduciary rule being issued this year.