Retirement Expenses Are Too Hard to Predict
By Teresa GhilarducciWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 21, 2022
Bob Doll Checks In on His 10 Predictions for 2022Crossmark's chief investment officer issued a midyear update, noting that four predictions appear headed in the right direction.
July 21, 2022
Non-Variable Annuity Sales Climb 45%: LIMRAOne reason: Fixed deferred annuities are paying much higher rates than bank CDs.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 21, 2022
Can Buffer ETFs Protect Your Client From Sequence of Returns Risk?Defined outcome ETFs provide some protection from losses with some advantages over annuities, but tread carefully.
July 21, 2022
House Again Asks SEC for an Index-Linked Annuity Filing FormThe House attached similar pleas to the 2020 and 2021 appropriations packages.
July 21, 2022
Ex-Coinbase Manager Arrested in Crypto Insider-Trading CaseIshan Wahi allegedly tipped off both his brother and a friend when tokens were about to be listed on the crypto exchange.