SEC to Propose New Regulation Best Execution
By Melanie WaddellThe rule, which affects client trades, will be considered at an open meeting next week.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
December 07, 2022
Nebraska Adds an Insurance Agent Apprentice LicenseNewcomers cannot use the apprentice license to help with life or annuity product exchanges.
December 07, 2022
10 Questions Your Clients Are Asking Google About Life InsuranceAnticipating the questions could keep Google from eating your lunch.
December 07, 2022
IRS Highlights Shrinking Tax Credits, Third-Party Payment Changes for 2023Taxpayers who took certain credits in 2021 could get much smaller refunds in 2022, the IRS says.
December 07, 2022
Senate Passes RILA Annuity BillThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.
December 07, 2022
U.S. Life Application Activity Levels Off: MIBConsumers under 30 have been out shopping for term life.
December 06, 2022
12 Merry Retirement Statistics: 2022While worrying stats on retirement preparedness make headlines, there's also plenty of good news to celebrate.