What Are the 'Worst' Annuities?
By John StevensonHere's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.
August 25, 2023
Ex-Wells Fargo, LPL Rep Gets 3.5 Years in Prison for Stealing $626K From ClientsThe broker pleaded guilty to stealing from clients at both firms to fund his gambling and personal expenses.
August 25, 2023
IRS, Treasury Aim to Snag Tax Cheats With ProposalThe proposed rules would require platforms to report customers' capital gains and losses on crypto trading.
August 25, 2023
6 Ways to Say "Annuity" Without Saying "Annuity"Here are six buzzwords that show that clients are ready to hear about the A word.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 25, 2023
Nikki Haley Floats Raising Retirement Age to Curb Rising Debt"We change retirement age to reflect life expectancy instead of cost of living increases," the Republican presidential candidate said.
August 25, 2023
Massachusetts Fiduciary Rule Upheld by Top CourtThe ruling "is a Fenway Park Red Sox grand slam home run" for investors and state regulators, said a fiduciary expert.