4 Bear-Market Tips From Advisors — and Client Reactions
Financial advisors and investors often react differently to market downturns, as advisors may be more comfortable than their clients staying...
life insurance
What May Cause Volatility's 'Next Leg': Liz Ann Sonders
What You Need to Know The Rule of 20 suggests the S&P 500 is overvalued based on historical trends, Sonders...
Who Will the IRS Go After With Its $80B Budget Boost?
The bottom line, Bush opines, “is time will tell. This is an easily measurable statistic with two data points (tax...
Morgan Stanley's $10.2M Deal Over Advisor Expenses Heads Back to Court
Ex-Morgan Stanley advisor/brokers Matthew Lucadano and Tracy Chen appealed the $10.2 million settlement in March 2020, claiming the deal wasn’t...
Housing Market Looks Likely to Drop: Robert Shiller
What You Need to Know Futures market indicates home prices will fall by more than 10% in 2024 or 2025,...
Next Hearing Set for Suspect in BofA-Merrill Exec's Killing
A preliminary hearing has finally been set for ex-broker Anthony Duwayne Turner, the former colleague and ex-boyfriend of slain Bank of America-Merrill executive Michelle...
New York Fines John Hancock $2.5M Over LTCI Policy Terminations
What You Need to Know John Hancock found that it miscalculated policy termination dates because it failed to extend benefits...
Retirees Stay the Course in Bumpy Q2: Fidelity
Despite concerns about higher interest rates, rising inflation and continuing pandemic effects, the vast majority of 401(k) and 403(b) savers...
Aflac Picks Marine Corps Veteran to Lead U.S. Operations: Executive Changes
He has a bachelor’s degree from the University of New Hampshire and a master’s degree in business from Suffolk University....
Advisors Waiting to See How Bolt-On Annuity Income Spigots Work
David Anderson, the CEO of Merit Life Insurance has a tough job: Persuading advisors and their clients that letting retirement...
