United Income Launches Total Wealth Return Solution
By Bernice NapachThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 25, 2018
Trump's Deregulatory Push So Far Amounts to 'Inaction': SEC CounselWhile the administration has "halted the growth of regulation that imposes costs," so far few existing regs have been repealed, says Connor Raso.
September 25, 2018
For Full-Pay Clients, Individual Health Premiums Are Hell: Web BrokerCustomers who bought unsubsidized coverage through eHealth are paying 16% more now than they were paying a year ago.
September 25, 2018
LPL Nabs Team of 4 Women From RivalThe team specializes in tax issues, and many of their clients are women, including widows.
September 25, 2018
Trump Immigration Draft Leaves Out ACA Exchange SubsidiesMistakes in this area could get health insurance clients kicked out of the country.
September 25, 2018
SEI Advisor Network Gains New IdentitySEI also announced that Independent Advisor Solutions is continuing to migrate its clients to the SEI Wealth Platform.
September 25, 2018
Ultra-Rich Families Ride Stocks Surge to Double Annual GainsFamily offices returned 15.5% on average last year; UBS and Campden Wealth Surveyed 311 family offices globally.
September 25, 2018
Who Uses Annuities, Who Doesn't?Researchers aimed to find out, and the results weren't what they expected.