Wells Fargo Fires Over a Dozen for 'Simulation of Keyboard Activity'
Wells Fargo & Co. fired more than a dozen employees last month after investigating claims that they were faking work....
life insurance
Kotlikoff: Advisors Do Retirement Planning All Wrong
Financial advisors don’t have clients’ best interests at heart. To make this case, Boston University economics professor Laurence Kotlikoff points...
6 Phrases That Communicate Trust in a Relationship
Start Slideshow “I think this is the beginning of a beautiful friendship.” When a life insurance agent or advisor takes...
Gundlach: 8 Signs of an Economy on the Brink
Start Slideshow DoubleLine Capital CEO Jeffrey Gundlach sees a lot of mixed data. To the famed fixed income investor, the economic...
Trump Floats Tariff Hikes to Offset Some Income Tax Cuts
What You Need to Know To extend tax cuts expiring in 2017, the candidate is considering import levies and also...
The 100,000th CFP Shares Her Story
If Merrill Wealth Management’s Simone Lee had one lesson to share with those pursuing the Certified Financial Planner designation, it...
How Likely Is That Annuity to Stick?
Will your client’s new annuity stay in force for decades, or only until the surrender-charge period ends? Or, will it...
FINRA Slaps Rep for Texts, LinkedIn Messages
The Financial Industry Regulatory Authority has fined a registered rep $5,000 and suspended him for a month for using text...
15 States With the Worst Economies: 2024
Start Slideshow When it comes to contributing to U.S. economic growth, some states outperform their peers, often by a wide...
What is an Income Protection Deferred Period?
What is a Deferred Period on an Income Protection Insurance Policy? The deferred period on an income protection insurance policy...
