How clients can benefit from rising CPI rates triggering a financial review
Much of the increase was due to gasoline prices increasing by 54.6% since last June, but seven of the CPI’s...
life insurance
Sanders' Tweet on Power of Vanguard, BlackRock, State Street Raises Eyebrows
What You Need to Know Sanders laments the three firms' influence over wide-ranging U.S. corporate policies. Investment pros and others...
House Again Asks SEC for an Index-Linked Annuity Filing Form
What You Need to Know The Appropriations Committee asks for the form in a comment in its $2.1 billion 2023...
Can Buffer ETFs Protect Your Client From Sequence of Returns Risk?
What You Need to Know Clients are more likely to suffer long-term financial consequences when they must withdraw retirement savings...
Non-Variable Annuity Sales Climb 45%: LIMRA
What You Need to Know Sales of fixed-rate deferred annuities jumped 76%, year-over-year. Registered index-linked annuity sales rose a little....
Why This Advisor Tells His Clients 'Retirement Is Obsolete'
“It’s better to live rich than to die rich,” Samuel Johnson, sage 18th century writer and scholar, inferred. But you...
Ex-Coinbase Manager Arrested in Crypto Insider-Trading Case
What You Need to Know Ishan Wahi allegedly tipped off both his brother and a friend when tokens were about...
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech Roundup
Envestnet Appoints ESG Head Envestnet appointed Ron Ransom to serve as group head of its Environmental, Social and Governance office, a...
FPA to Pursue Legal Recognition of 'Financial Planner'
As it stands now, “there are no minimum standards for competency and ethics for those professing to be financial planners....
Robinhood's Chief Lawyer Balks at Plan to Rein In Trading Apps: SEC Roundup
Welcome to SEC Roundup, a bimonthly video series by Paul Hastings partners and former Securities and Exchange Commission senior trial...
