DOL Pushes Insurance Officials on Fiduciary Duty vs. Best Interest
By Melanie WaddellDuring a hearing on Labor's new fiduciary rule, Labor asked insurance industry advocates to explain the difference.
December 28, 2023
Wealth Enhancement Group Buys Georgia RIAThe deal with Foundational Wealth is the firm's 17th acquisition of 2023 and brings it a third office in Georgia.
December 28, 2023
LPL Fined $5.5M for Transaction Supervision IssuesThe broker-dealer also will pay $650,000 in restitution plus interest to 125 clients affected by its failures from 2012 to 2019.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.
December 25, 2023
Wall Street Wins Bid to Keep Non-Compete Clauses in New YorkNew York would have become the second most populous state to ban these clauses, joining California.
December 25, 2023
Nothing Beat Owning the S&P 500 This Year"It's like we're almost in a melt-up," said David Kudla, founder of Mainstay Capital Management.