IRS: Improperly Forgiven PPP Loans Are Taxable
The Internal Revenue Service is warning that improperly forgiven Paycheck Protection Program loans are taxable. Recent guidance issued by the...
life insurance
What is Over 60s Life Assurance?
Is 60 too late to take out life insurance? It’s best to buy life insurance when you’re a Spring chicken....
UBS Backs Ethic Asset Management Platform: Tech Roundup
What You Need to Know UBS made an unspecified investment in Ethic that was part of a $50 million Series...
Burt White: Advisors' Coasting Days Are Over
The longest bull market in history, 2009-2020, was exhilarating, if not wealth-enhancing and a giant boost to advisor assets under...
Agency-Building Skills Power a Candidate's Statewide Campaign
What You Need to Know Janice Laws Robinson is competing with John King for the Georgia insurance commissioner post. She...
20 Cities With the Most Millionaires: 2022
Start Slideshow Six cities in the U.S. occupy spots on a new list of the top 20 cities with the...
Retired NHL Player Went From the Ice to Investments
After he’d retired from professional hockey, Jason Platt decided his next career would be as a financial advisor when a...
Life Settlement Firm Sues John Hancock Over UL Cost-of-Insurance Increases
The Suit Skellig and Wilmington Trust allege in the complaint that John Hancock Life of New York reviewed 4,000 Performance...
How to Qualify for Biden's Student Loan Debt Forgiveness
What You Need to Know Clients should check their student loans to determine whether they received a Pell Grant, which...
Corebridge, AIG's Annuity Arm, Completes $1.7B IPO
What You Need to Know Corebridge ended the first half of the year with $368 billion in assets. The price...
