Ex-Broker Found Guilty of Multiple Federal Crimes Related to Murder of Client
What You Need to Know The ex-Parkland Securities broker charged with murdering a client in 2020 was found guilty of...
life insurance
One Advisor's Hurricane Ian Story: Over $100K in Damage but Lots of Gratitude
What You Need to Know A managing partner at an Orlando BD suffered about $100,000 or more in damage as...
Debate: Should High-Deductible Health Plans Cover Telehealth?
Byrnes: The extension of pre-deductible telehealth benefits should definitely be temporary. HDHPs have restrictions for a reason. Those restrictions with...
33 Undervalued Stocks for Q4: Morningstar
Start Slideshow The U.S. stock market’s bounce over the summer didn’t last long, and stocks finished the third quarter down...
Definity Acquires A Majority Stake In McDougall Insurance
Building A Broker Partnership With Proven M&A Expertise Acquisition of established broker partner with a track record of profitable growth...
Western Financial Group acquires Edmonton Insurance Broker Sadler Insurance Inc.
The partnership adds opportunities for both organizations, team members, and the Edmonton community Surrey, BC (Oct. 4, 2022) – Westland...
Inside the LUMINARIES Program: Methodology
All nominations are reviewed by our editorial team using the criteria posted online. Out of hundreds of submissions, a percentage...
New GOP Bill Blocks IRS From Boosting Audits of 'Middle-Class' Taxpayers
“It is wholly inaccurate” to describe the $80 billion budget boost as being used to increase “audit scrutiny of the...
The Future of Annuities Brings Opportunities for Advisors
What You Need to Know Advisors have an opportunity to inform retirement plan providers and annuity product manufacturers about what...
New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.
“Compounding of money has been referred to as the eighth wonder of the world,” Staib says. “The value of it...
