Citi to Cut 20,000 Jobs
By Todd GillespieIn all, Citigroup's firmwide headcount is set to decline by 60,000 jobs to 180,000 by the end of 2026.
January 11, 2024
Avoid This Mistake When Funding a Backdoor RothRunning afoul of the pro rata rule can negate much of the tax benefit.
January 11, 2024
Frank Abagnale: AI Will Make This Common Scam Much WorseCheck forgery is still a major problem, the "Catch Me if You Can" author tells ThinkAdvisor.
January 11, 2024
7 Threats Life and Annuity Commenters See Lurking in DOL Fiduciary Rule DraftOne is a provision that could shut some insurers out of the rollover market for 10 years.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 11, 2024
More Than Half of Americans Want to Retire Gradually: SurveyGen Z anticipates leaving the workforce at 55, according to Principal Financial's Well-Being Index.
January 11, 2024
What Advisors Think of New Spot Bitcoin ETFsFinancial planners offer wide-ranging views on whether the cryptocurrency vehicles are right for clients.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.