MassMutual, Northwestern Mutual and Ohio National Set 2021 Dividends
By Allison BellOne company said it expects to hold its dividend rate steady. The others plan small reductions.
November 12, 2020
CFP Board Provides Sample Engagement LettersLetters help CFPs communicate their "Duty to Provide Information" under the newly amended Code of Ethics and Standards of Conduct.
November 12, 2020
Economic, Political Fears Hurt Business Owners' Retirement ReadinessA majority of business owners work with a financial advisor, a TD Wealth survey finds.
November 12, 2020
Schwab Announces Scholarships for Next-Gen RIAsThe program is intended to open doors for new and diverse talent to enter the RIA profession.
November 12, 2020
3 in 4 Americans Doubt Congress Wants to Fix Social SecurityOnly an existential crisis will force lawmakers to act, poll respondents say.
November 12, 2020
FPA Launches Cybersecurity Certificate Program for Financial PlannersThe certificate program is designed to help financial planners protect their data, practices and clients.
November 12, 2020
BlackRock Expands iBonds ETFsFinancial advisors use these iShares ETFs, which have maturity dates like traditional bonds, to build low-cost bond ladders for clients.
November 12, 2020
DOL Issues Final Rule on Pooled Employer PlansThese plans must be administered by a pooled plan provider, which can be an investment advisor or a broker-dealer.