'The Sketch Guy' Wants to Help You Attract New Clients
By Jane Wollman RusoffCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 17, 2024
'Annuity King' Faces Sentencing in Fraud CasePhillip Roy Wasserman was convicted of misusing $6.3 million invested in his startup and of evading taxes.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 17, 2024
10 Best Markets for First-Time Homebuyers: 2024New buyers may have their best luck in some unexpected places, Realtor.com research suggests.
January 17, 2024
DOL Releases FAQ on Secure 2.0 Emergency Savings AccountsLabor's FAQ covers eligibility, contribution, distribution and withdrawal rules.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 17, 2024
Top 12 States for Wealthy Taxpayers, as Defined by the IRSHere are the states with the highest share of individuals worth at least $11.4 million.