SEC Votes to Make Funds, ETFs Simplify Their Fee Disclosures
What You Need to Know The final rule standardizes the presentation of fees and expenses and encourages the use of...
life insurance
Pinball Clemons: ‘You’re doing phenomenal work, but we still need more of you.’
Clemons encouraged the advisors to add more diversity, especially women, to their profession as it increases their chance of success....
Northwestern Mutual Kicks Off 2023 Dividend Announcement Season
Customers often use policy dividends to increase policy benefits or cash value, or to reduce out-of-pocket premium costs. A mutual...
How Medicare Premiums Will Change in 2023: A Medicare Customer Questiondicare plan
What You Need to Know The Part B premiums are going down. The Part A premiums are going up a...
How to Tell When Personalized Indexing Makes Sense: Vanguard
Clients enjoy choices when it comes to index investing. Index mutual funds and tax-efficient ETFs may be ideal for many,...
Envestnet, FNZ Partner on Wealth Platform: Tech Roundup
What You Need to Know Envestnet is partnering with financial services company FNZ to create a digital, integrated wealth management...
Time to Retire the 4% Rule, Retirement Pros Say
According to Lau, Stone and Blanchett, the 4% withdrawal rule is about as likely to cause over-spending as it is...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
A major financial crisis will likely hit in 2024, when “the United States could see the size of its economy...
Why Fixed Indexed Annuities Are Back
The options budget is based on the yield of the Moody’s Seasoned Aaa Corporate Bond index. In November 2021 (roughly...
'No Chance' for Tax Changes but Expect Secure Act 2.0 Passage This Year
While there’s “no chance” that any major tax changes could win enactment this year, according to Greg Valliere, chief U.S....
