Annuity Advisor Settles With SEC Over Product Recommendations
What You Need to Know Life insurers paid an average upfront commission of 6.8% for the variable annuities Lent sold....
life insurance
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed Yardeni
Stock market indexes are at record highs, inflation is gradually abating and interest rates are expected to stay at their...
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts Offerings
Commonwealth Financial Network announced Tuesday a partnership with the alternative investment platform iCapital to help meet the growing demand for...
Wade Pfau Makes Case for RILAs as Income Protectors
What You Need to Know Pfau thinks RILAs make great stock portfolio stabilizers. He finds they have more portfolio oomph...
Ex-Advisor Who Lied About Attempting Suicide Gets 3.5 Years for Bilking Client
What You Need to Know The client faced home foreclosure after the advisor failed to make mortgage payments as promised,...
State producer
I am an IAR and a firm I used to work for required me to get a life license. I...
Fidelity Seeks to Empower Newly Tech-Savvy Advisors
The COVID-19 pandemic brought devastating consequences and reverberations. But here is one positive: It pushed the use of technology forward. ...
12 Best States for Military Retirees: 2024
Start Slideshow When military personnel retire, they usually trade in their itinerant lifestyle for a more settled one. But it...
With Trump in Court, Former Advisors Are Quietly Drafting His Tax, Economic Policies
What You Need to Know Competing factions are said to be offering sometimes conflicting plans on tariff hikes, China, health...
Deceased father’s life insurance policy on me – advice
Hi, I’m in need of some of advice. Hopefully I can make this as succinct as possible. My father passed...
