Father of 4% Rule Urges Caution, Cash as Market Risk Rises
By Jane Wollman RusoffBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
Small Broker-Dealers' Secret WeaponWhile many small BDs will continue to be acquisition targets, some smaller firms are thriving and growing.
May 09, 2022
S&P Puts Off Effort to Develop Tougher Life Insurer Grading SystemFederal and state regulators had raised antitrust concerns.
May 09, 2022
Bill to Fund States' Anti-Fraud Efforts Up For House VoteUnder the bill, the SEC would implement a grant program to help states protect older investors.
May 09, 2022
10 Ways Inflation Affects Your ClientsMany of your clients have never experienced high inflation before. Help them be proactive.
May 09, 2022
5 Annuity Bills in Congress NowThe Secure Act 2.0 isn't the only pending legislation that could affect annuities.
May 09, 2022
$1B RIA Rejoins Dynasty Financial After 7 YearsAfter "steady growth," Ascent Wealth Partners says it's returned to Dynasty for its support services.
May 09, 2022
U.S. Stocks Get Pummeled in Broad-Based SelloffThe S&P was down over 2%, and Cathie Wood's flagship ETF sank more than 8% Monday.