10 Event Ideas to Connect With Clients' Adult Children
By Michael S. FischerForm the bonds now or risk being fired by your clients' heirs.
December 10, 2020
FINRA Seeks SEC OK for New CE RequirementsFINRA also wants approval for a new plan allowing individuals to challenge "statutory disqualification."
December 10, 2020
State Regulators Vote to Cut Minimum Annuity Rate in Model LawACLI President Susan Neely said the nonforfeiture model update will help keep individual annuities viable.
December 10, 2020
GE Puts SEC Long-Term Care Insurance Probe Behind ItGE agreed to pay a $200 million penalty, while the SEC consented to keep GE's reports on its controls nonpublic.
December 10, 2020
5 Worst States for COVID-19 Hospitalization RatesIn these states, the pandemic may be affecting all patients' access to hospital care.
December 10, 2020
Why Raymond James' Purchase of $35B Retirement Plan Firm Is a 'Strategic Fit'It gives the firm "a new channel and capability" as the industry grapples with dwindling basis points, says consultant Tim Welsh.
December 10, 2020
3 Ways to Improve Your Business in 2021It's been a rough year, but making timely hires and rewarding your team are essential going forward.
December 10, 2020
Employer-Sponsored Health Insurance Is a Great Form of Profit-SharingThe author wonders why anyone would try to de-emphasize that.