LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — Firms
We are pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many...
life insurance
Leader of $310M Ponzi Scheme Involving Hundreds of Advisors Gets 10 Years in Prison
What You Need to Know From April 2011 until April 2018, a nationwide Ponzi scheme targeted military veterans and older...
Faisa Stafford Steps Down From Life Happens CEO Post
Faisa Stafford announced last week that she has stepped down from the Life Happens CEO post to deal with a...
How Small RIAs Can Grow While Staying in Control
What You Need to Know When looking at partnerships, firms with $300 million in assets or less should focus on...
6 Cheap Stocks That Crushed Q2 Earnings Estimates: Morningstar
Forty-six percent of the 854 U.S.-based stocks covered by Morningstar analysts are trading below their fair-value estimates. Paired with second-quarter...
Principal Protection Is Out There: Annuity Moves
What You Need to Know National Western Life created a contract for a new marketing alliance. Global Atlantic starts out...
Life Insurance and Alcohol Use: Buyer’s Guide
If you’re looking for a life insurance policy, you may be surprised to discover what can impact your life insurance...
$4B Boutique Advisor Team Ditches Wells Fargo
A Naples, Florida-based boutique financial advisory team with over $4 billion of assets under management has broken away from Wells...
5 Steps to Building a Retirement Income Plan for Clients
An effective retirement income plan can involve coordinating multiple goals, assets, liabilities and income sources. For instance, some clients will...
Veteran advisor challenges PMAC's total cost reporting view
This week, Wealth Professional reported on PMAC’s response to the proposal that the Canadian Securities Administrators (CSA) and Canadian Council...
