Why Ontario wants national title protection harmonization… based on its model
Greg Pollock, Advocis’s president and chief executive officer, who was questioning White wondered why the financial advisor title looked like...
life insurance
15 States Where the Most Estate Taxes Were Paid in 2021
Start Slideshow In tax year 2021, 2,584 American taxpayers paid $18.4 billion in estate taxes after allowable deductions and state...
Graying Brokerage Industry Prompts Need for Succession Plans: FINRA
FINRA offers the example of a small firm whose chief compliance officer and Financial and Operations Principal (FinOp) unexpectedly died during...
The Key to Knowing When It's Time to Quit
“’Quit while you’re ahead’ is incredibly bad advice” for selling stocks, argues Annie Duke, the $4 million-plus pro poker champ...
Prudential Posts Strong Q3 Fixed Annuity Sales Gains, Along With a Net Loss
What You Need to Know Prudential reported $803 million in after-tax adjusted operating income for the third quarter. An increased...
LUMINARIES 2022 Finalists: Community Impact — Individuals
Start Slideshow The LUMINARIES Class of 2022 Finalists are being recognized by Investment Advisor for the many dynamic and inclusive ways they...
LUMINARIES 2022 Finalists: Community Impact — Firms
Start Slideshow The LUMINARIES Class of 2022 Finalists are being recognized by Investment Advisor for the many dynamic and inclusive...
'Obamacare' Enrollment Season Is Here
The open enrollment period for 2023 individual major medical insurance rumbled to life today — and gives agents and advisors...
Here Are the Finalists for Excell Women in Wealth Management Awards
“This year’s nominees are positively impacting the industry and represent the problem solvers, innovators and disrupters in the profession, and...
Baby due in December, want to buy life insurance, not sure if work provided option is good
Like the title says, my baby is due in December. This is my first child. I have never had life...
