Kitces: 5 Industry Trends Reshaping Financial Advice
By Roger WohlnerThe advice business has reached a generational turning point, the popular blogger says.
July 22, 2024
FINRA Fines Firm for Reg BI FailuresJeffrey Matthews Group had inadequate written procedures and training for reps, FINRA said.
July 22, 2024
Raymond James to Build ETF Platform; Taps Vanguard Vet to LeadMo Sparks, who also led exchange-traded products at NYSE, will oversee the effort.
July 22, 2024
10 Most Affordable Beach Towns for RetireesRealtor.com picked these coastal towns based on housing prices and popularity with residents 55 and older.
July 22, 2024
5 Things Biden's Election Exit Means for Life and AnnuitiesKamala Harris's years as an official in California could soon have a bigger effect on what goes on in Washington.
July 22, 2024
American National Adds Annuity Investment Option for a Tough WorldThe company says its new national security tech stock index could benefit from the trend toward deglobalization.
July 21, 2024
Biden's Exit Delivers Fresh Shock to Twitchy MarketsIt injects a wild card into the presidential campaign that will likely translate into volatility.
July 21, 2024
Biden Drops Out of 2024 Election, Endorses Kamala HarrisThe move follows weeks of pressure from Democrats for the 81-year-old to exit the race to improve their chances to defeat Trump.