House Passes Financial Exploitation Prevention Act
By Melanie WaddellThe bill, introduced by Rep. Ann Wagner, is aimed at protecting older investors.
January 30, 2023
15 States Where the Top 1% Are RichestSmartAsset calculated how much income it takes to be in the top 1%, and 5%, in each state.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 30, 2023
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.
January 30, 2023
SEC Issues New Warning on Reg BI Compliance FailuresBDs are using outdated compliance systems, resulting in violations, the SEC exam division says.
January 30, 2023
Whose Life Expectancy Views Drive Annuity Sales?Economists found that their estimates correlated more with contract ownership than consumers' ideas did.
January 30, 2023
Don't Buy the Rally as Fed Looms: Morgan StanleyThe S&P 500 has rallied since the earnings season started, extending the new year's advance.
January 30, 2023
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingEx-Merrill broker Anthony Duwayne Turner's next hearing will be held Feb. 15.