Women Face Different Life Journeys and a Huge Wealth Gap: Merrill, Age Wave
By Michael S. FischerThe gender wealth gap between men and women at retirement age may be more than $1 million, Age Wave finds.
April 23, 2018
Drug Industry Set Lobbying Records As Pricing Pressure LoomsAmerica's Health Insurance Plans increased its spending to $2.28 million.
April 23, 2018
Pershing Launches New Retirement Plan Oversight Tool: Portfolio ProductsVestwell Partners also introduced a new retirement platform and Harvest added a new hub for practice management.
April 20, 2018
Share of LTCI Claims Starting With Nursing Home Care Falls: AALTCIThe percentage of new claimants who are living at home is also falling.
April 20, 2018
Firm Sizes Market for Multi-Location Medicare PlansRetirety's automated advice system has found only a modest need for Medigap coverage.
April 20, 2018
Carson Group Adds $2B in Committed Assets in Q1The firm added 17 new partner firms in Q1; existing partner firms saw a big average uptick in assets.
April 20, 2018
State Tax Deduction Workarounds Likely to Hit SnagsStates' plans to offset new limits on SALT deductions raise issues for the IRS and local governments.
April 20, 2018
Consumers Expect You to Know About Taxes: MDRTNo word on whether clients expect you to know how to bake a cake, or how to patch a flat.