Jeff Levine Joins Tax Planning Faculty at American College
By John ManganaroLevine will help advisors meet client demand for tax-informed planning.
October 14, 2024
Alicia Munnell to Step Down From Center for Retirement ResearchMunnell will step down as director at year-end after more than two decades of leadership.
October 14, 2024
The Most Important Investments for Clients in Their 20sAsset allocation shouldn't be the top concern at this age, Ritholtz Wealth CEO Josh Brown and others say.
October 14, 2024
Term Life Applications Rose 14% in SeptemberAs for universal life? You don't want to know.
October 14, 2024
B. Riley Sells Majority Stake in Great American to Oaktree FundsThe deal could help the troubled broker-dealer and investment firm, now wrestling with a debt load estimated at about $2 billion.
October 11, 2024
Medicare Annual Enrollment Starts Tuesday. Will There Be Drama?Agents, brokers and clients are bracing for fewer plan options and stingier benefits in many markets.
October 11, 2024
Biden Sees Hurricane Milton Damage at $50BAbout 2.2 million customers are without power across the state of Florida as of Friday afternoon, according to PowerOutage.us.
October 11, 2024
BlackRock Enters New League With $450B in Alternative AssetsThe closing of the firm's $12.5 billion acquisition of GIP means it's closing in on industry leaders like Blackstone, Apollo and KKR.