This Is Not the 'Altruist' You're Looking for: Michigan RIA Sues for Trademark Infringement
By Dinah Wisenberg BrinAltruist Financial Advisors' CEO says his firm has received money intended for the California-based custodian.
August 11, 2023
12 States Where Happiness Comes Cheapest: SurveyResidents in many of these states are already earning more than they think they need to be happy.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
August 10, 2023
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest PartnershipThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
August 10, 2023
8 Reasons to Buy an AnnuityAnnuities can take many forms and come with options that can be customized to your client's needs.
August 10, 2023
12 Best States for Health Care: 2023These states offer the best combination of affordability, accessibility and quality of care, according to WalletHub.
August 10, 2023
Broker's Customers Want Others to Pay for Medicare FixMore than half of customers surveyed said they were unwilling to make sacrifices to shore up the program.