FSI Names Board of Directors and Executive Committee
By John ManganaroThe advocacy group's board added four new members and elected five prior directors to leadership roles.
January 08, 2025
Jack Dolan Retires From Post as Life Insurers' SpokesmanThe longtime vice president of public affairs oversaw media relations at the American Council of Life Insurers.
January 08, 2025
11 Steps to Take When You Hear 'I Already Have an Advisor'You can cultivate these prospects while remaining respectful of their existing advice relationships.
January 08, 2025
BofA Forms Specialist UHNW GroupThe roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 08, 2025
Trump Gathers SALT-Focused Allies Before Tax FightSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 08, 2025
Education Is the Best Life Marketing Strategy: Firm Founder"Clients today are more informed," ARI Financial Group's Arik Bouskila says. "But not necessarily better informed."
January 08, 2025
Private Credit Market Player Closes on Nassau Financial InvestmentGolub Capital is now the annuity issuer's leading minority shareholder.