Vanguard Offers New Digital Estate Planning Tools
By John ManganaroThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 18, 2024
Flourish Launches Annuity Platform for Independent RIAsThe platform allows fee-based advisors to access annuities for clients without licensing or paper applications.
January 18, 2024
House Panel Advances Bill to 'Fast Track' Social Security CutsThe controversial plan to create a commission to cut spending now heads to the House floor.
January 18, 2024
Ex-Citi Advisor Charged With Fraud in Film Investment SchemeHelen Caldwell solicited clients to invest in her movie projects and spent their money on herself, prosecutors say.
January 18, 2024
Woman Sues Genworth Over LTCI Survivorship BenefitThe insurer maintains that accepting a reduced benefit option wiped out the survivorship benefit.
January 18, 2024
Affluent Near-Retirees Need an Action Plan: Lincoln FinancialThe company's latest marketing campaign highlights such lasting pastimes as hiking, cooking and sailing.
January 18, 2024
Robinhood to Pay $7.5M Over 'Gamification' PracticesThe case resolves a three-year fight with the Massachusetts Securities Division; Robinhood also admitted to a data breach.