'Short-Term Care Insurance' Faces a Name Fight
By Allison BellThe NAIC has been calling the product 'limited long-term care insurance.'
May 30, 2018
Ladenburg Thalmann Hosts Fintech Summit for Advisors, InnovatorsBy bringing entrepreneurs and advisors together, the firm hopes to speed up the development and rollout of technology at its five broker-dealers.
May 30, 2018
Principal Financial to Buy RobustWealthThe deal means advisors will have white-label resources like a digital advice platform, goals-based investment tools and new client onboarding processes.
May 30, 2018
Groups Fight SEC for Longer Comment Period on Conduct RulesFPA and others say they can't comment on the new disclosure form until they know whether or not investors actually understand it.
May 30, 2018
3 Critical Decisions Every Pre-Retiree Must MakeAnne Lester of J.P. Morgan Asset Management offers tips on how advisors can address these decisions with clients.
May 30, 2018
Fed Releases Proposal for Easing Volcker-Rule Trading LimitsRollback of the rule would "broadly simplify and tailor" it without negatively affecting bank safety, according to a plan summary.
May 30, 2018
Could Impact Investing Replace Charitable Giving?Men are more likely than women to replace charitable giving with impact investing, the Women's Philanthropy Institute reports.
May 30, 2018
AICPA Wants More IRS Guidance on Virtual Currency TaxesWhat about foreign reporting requirements? Or saving cryptocurrencies in a retirement account? These are just a few of the complex questions that arise.