Immediate Annuity Shoppers Look for 13% More Income: Cannex
By Allison BellThe increase in the private retirement income target is much larger than the 2023 Social Security COLA.
December 02, 2022
Ex-LPL Rep Charged With Stealing $1.3M From Client With DementiaBradley Goodbred was arrested and charged with 23 felonies.
December 02, 2022
Black Ex-Merrill Reps Dismiss Discrimination SuitTwo ex-brokers had alleged that African American advisors were paid less and promoted less often than white advisors.
December 02, 2022
Senators Attack Retail Medicare Agent Call Recording RequirementS. 5149 would exclude "independent agents and brokers" from the requirements starting Jan. 1, 2023.
December 02, 2022
Advisors Could 'Skirt the Rules' Under FINRA Home Office Plan: PIABAPIABA is again asking the SEC to reject FINRA's proposal to home offices as non-branch locations.
December 02, 2022
Gary Shilling Backs 'Risk Off' Moves After 60/40 Portfolios' FailureThis year's failure of the popular 60%-40% investment strategy "has been especially painful for retirees," Shilling said.
December 02, 2022
Blackstone's $69B Real Estate Fund Hits Redemption LimitRich individuals, family offices and financial advisors have recently become more cautious about tying up money in hard-to-trade assets.
December 01, 2022
Stocks Could Climb in December and Beyond: Carson's DetrickThe bear market likely hit its low in mid-October, strategist Ryan Detrick writes.