New Bill Would Change How Social Security COLAs Are Calculated
By Melanie WaddellUnder the Fair COLA for Seniors Act of 2021, the Consumer Price Index for the Elderly would be the basis for annual adjustments.
July 09, 2021
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.Advisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 09, 2021
Indexed and Variable Universal Life Insurance Sales Outpace ULMillman's new study, based on a survey of 28 companies, included VUL products for the first time.
July 09, 2021
Biden Executive Order Seeks to Rein In Bank MergersThe order also urges SEC to require financial services firms to share data.
July 09, 2021
Universal Life Insurance Sales Plummet in Q1Market volatility and persistent low interest rates contributed to the downward trend, Wink's sales and market report found.
July 09, 2021
Securities America to Pay $1.75M for Failing to Protect Clients From Ponzi SchemeAn independent RIA was able to take $8 million from at least 15 clients of the Advisor Group subsidiary, the SEC says.
July 09, 2021
Fidelity Files for 4 New Thematic ETFsThe ETFs will invest in clean energy, cloud computing, digital health, and electric vehicles and future transportation.
July 09, 2021
Biden Targets Competition in Tech, Health Care in Sweeping OrderThe executive order aims to boost competition in the drug industry, banking, technology and other sectors.