Longtime Health Agent Group CEO to Leave Post
By Allison BellThe group now known as NABIP says that, at the end of the year, Janet Trautwein will "pursue other opportunities."
January 20, 2023
Does a 100% Stock Portfolio Make Sense?Ben Carlson explored this question on his blog. Here's what others have to say.
January 20, 2023
Putnam Launches 5 ESG ETFsThe new ETFs include three fixed income funds and two non-U.S. equities strategies.
January 20, 2023
7 Hot Compliance Tips From FINRA LeadershipA FINRA exec says complaints against advisors are rising and gives advice to help keep firms out of the crosshairs.
January 20, 2023
DOL Indie Contractor Rule Would Cause 'Significant Disruption'The proposed changes would spark the potential retirement of up to a fifth of independent financial advisors, a new report warns.
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 20, 2023
A Glimmer of Hope for Americans' FinancesDespite lingering fears of a recession and inflation, Americans are confident they can reach their financial goals.
January 20, 2023
CFP Diversity Ticks Up in 2022While almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.