How to Pass Down an IRA
What You Need to Know The Secure Act has created a number of estate planning issues surrounding inherited IRAs. There...
life insurance
JPMorgan, RBC Grab Merrill Teams With $30B in Assets
J.P. Morgan announced this week the successful recruitment of a team of long-tenured Merrill Lynch advisors who oversee a $28...
Josh Brown: Watch Out for Impersonators on Social Media
What You Need to Know Fraudsters are impersonating Brown and other prominent investors and executives on social media. Targeted investors...
FINRA Fines, Suspends Rep Over WhatsApp Messages
Nonetheless, during this period, “Rivero used WhatsApp to exchange hundreds of securities-related messages with six firm customers. These messages included,...
7 Top Q1 Annuity Earnings Surprises
Start Slideshow Big annuity issuers continued to be remarkably happy with their annuity businesses in the first quarter. Some may...
Why FOMO (fear of missing out) is not a sustainable investment plan
Although it can be tempting to put your investment goals aside to chase these returns, beware of FOMO, which can...
Envestnet Highlights Tech Progress Amid Rumors of Acquisition Talks
Envestnet’s conference kickoff also highlighted results from a new market intelligence survey that reinforce a trend that the firm already...
More Advisors Plan to Recommend Crypto: Survey
Only 34% of advisors said they are actively recommending crypto to clients, down from 59% in the December survey. DACFP...
How to Avoid 5 Mistakes With Client Testimonials
For testimonials to “work,” clients have to see them and they have to believe them. That’s why your Google Business...
Why Bitcoin Will Rise to $420,000, and What It Means for Portfolios
Let’s start by looking at the size of the world’s financial assets. Here’s the value, as of Dec. 31: Global...
