Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells Congress
By Allison BellA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 06, 2025
Senate Confirms Bisignano as Social Security CommissionerHouse Ways and Means Chairman Jason Smith said he will work with Bisignano to strengthen Social Security.
May 06, 2025
NAPA Names New President in 'Complex' Retirement Plan EnvironmentLisa Drake told attendees at the organization's recent conference that she is committed to expanding its reach.
May 06, 2025
Schwab Rehires RIA Exec From LPLJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
May 06, 2025
Corebridge CEO: Annuity Market Pricing Is Still RationalKevin Hogan also talked about advisor moves to court customers who are still "in plan."
May 06, 2025
Financial Advice Before 40 Is Critical for Long-Term Security: PollSome 80% of Gen Zers and millennials said they need to improve their financial planning, Northwestern Mutual reported.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 06, 2025
FINRA Clarifies Outside Business Activities PlanBrokers will not be required to report personal transactions like trading bitcoin or buying insurance, FINRA said Monday.