New Retirement Bill Stops Spouses From Emptying 401(k)s
By Melanie WaddellThe Women's Retirement Protection Act of 2023 sets up spousal protections for 401(k)s, among other provisions.
August 17, 2023
Edward Jones Partners With Citi to Offer Banking ServicesEdward Jones will offer checking and savings accounts to its U.S. clients in 2024.
August 17, 2023
NAIC: Private Equity-Owned Life Insurers Have More Structured SecuritiesThe insurers' structured securities portfolios grew 13.5% between 2021 and 2022.
August 17, 2023
Carol Harnett, Council for Disability Awareness President, DiesHarnett helped insurers promote the idea of insuring workers' ability to earn a living.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 16, 2023
FINRA Says Video Conferences Now a Permanent Hearing OptionVideo conference hearings will be allowed for disciplinary and enforcement hearings under certain conditions.
August 16, 2023
New NAIC Rule to Hit Some Life and Annuity Issuer AssetsThe change will affect companies' investments in relatively high-risk slices of asset-backed securities.