Ed Slott: Why a Lump Sum Beats an IRA Rollover for Some Clients
By Melanie WaddellIt's a special case that's more common than ever, Slott tells Morningstar's Christine Benz.
July 17, 2024
Real Estate Investor Sentiment Surged in Q2: SurveyA majority of respondents view the market as better or much better than it was a year ago.
July 17, 2024
Craig Hawley to Run Nationwide's Annuity BusinessHawley started out at Jefferson National. Another company, John Hancock, named an insurance head.
July 17, 2024
Apex Launches Cloud-Based Investment PlatformThe goal of the system is to help financial services clients "build nimble" and "run vast."
July 17, 2024
FINRA Reminds BDs of Their Duties When Using AIA FINRA notice reminds BDs that its rules are intended to be technology-neutral.
July 17, 2024
Primerica Move Raises Questions About Medicare Market StabilityThe company is giving up a newly acquired health arm partly due to "an uncertain regulatory environment."
July 17, 2024
New Nominations Deadline for the 2024 Luminaries AwardsThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 16, 2024
Ocean Park Asset Management Debuts First 4 ETFsThe equity and fixed income funds invest in securities showing uptrends, says the firm, which is led by Skip Schweiss.