Life in the Fast Lane
By Michael J. MainardiChange has made everything a bit crazy.
March 16, 2023
Financial Confidence Is Up for Women of Color, but Retirement Readiness Still LagsThese women are generally hungry for more financial advice and support, Edelman Financial Engines finds.
March 16, 2023
UBS, Credit Suisse Oppose Idea of Forced Combination, Sources SayUBS would prefer to focus on its own wealth-centric standalone strategy and is reluctant to take on risks related to Credit Suisse.
March 16, 2023
FINRA Plans New Branch Inspection, Home Office RulesFINRA plans to issue new remote supervision proposals and have another comment period, CEO Robert Cook said.
March 16, 2023
Use the 'Elam Ending' to Reduce Retirement UncertaintyYour clients can spend more freely in retirement by taking inspiration from a format used in basketball games.
March 16, 2023
Derivatives Collateral Calls Could Affect Life and Annuity Issuers: Moody'sWhen rates rise, companies may have to feed cash into hedging programs.
March 16, 2023
'Is My Money Safe?' What 7 Advisors Are Telling Clients — Advisors' AdviceEven though bank deposits and BD assets are well-protected from institutional failure, clients may still have concerns.
March 16, 2023
Digital Assets Council Expands Certificate Program"Our new four-track program broadens the appeal to a wider audience," according to DACFP founder Ric Edelman.