'Educators Are Angry': Equitable's $50M Penalty Points to Wider 403(b) Problems
By Melanie WaddellEquitable was fined for sending misleading fee statements to 1.4 million investors, mainly teachers.
July 27, 2022
The New Rollover Rule Is Here: Are You Complying?Financial advisors and their firms must now adhere to these key requirements affecting retirement-plan rollover recommendations.
July 27, 2022
Cathie Wood-Linked ETFs Are Standing Out From $6.4T PackBloomberg Intelligence tracks 24 exchange-traded products that are tied to the performance of an ARK strategy.
July 27, 2022
Integrity Marketing to Acquire Annuity Designer AnnexusAnnexus has helped create the U.S. nonvariable indexed annuity and indexed universal life markets.
July 27, 2022
When Will We Finally Get a Spot Bitcoin ETF?SEC Commissioner Caroline Crenshaw told me where she still has major questions and concerns about the crypto market.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 27, 2022
8 Reasons Stress Testing Your Client's Financial Plan Is a MustFor one thing, inflation can eat away at clients' portfolios, according to eMoney.
July 26, 2022
Travel: A Medicare Customer Q&AWhat happens if an older client goes on vacation and gets sick?