Yellen and Republicans Spar Over Tax Cuts
What You Need to Know The Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those...
life insurance
New Arraignment Set for LPL Network Firm Worker Charged in Double Slaying
What You Need to Know Ramy Hany Mounir Fahim is accused of murdering a young co-worker and the co-worker's roommate....
'Bitcoin Jesus' Charged With Evading Almost $50M in Taxes
What You Need to Know Roger Ver was also an early investor in crypto exchanges Blockchain.com and Kraken. The U.S....
S&P 500 Falls 1% at End of Worst Month This Year
To Krishna Guha at Evercore, the disappointment on wages will make the Fed less confident in the outlook for inflation....
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid
Start Slideshow Kitces.com’s lead financial planning nerd Jeff Levine kicked off Holistiplan’s 2024 Tax Planning Summit last week with a presentation that underscored...
IBD Channel Faces Exodus to RIAs: Cerulli
Thirty-two percent of independent broker-dealer advisors have considered opening an RIA in the past 12 months, and 3% of these...
Millennials May Be Losing Life Insurance Knowledge
The slump in traditional media and skepticism about social media may be hurting life insurers’ ability to reach millennials. Managers...
Raymond James Is on a Recruiting Tear, Exec Says
Raymond James is seeing recruiting success “across the board this year” within the broker-dealer’s channels, according to Scott Curtis, president...
15 Most Expensive States for Nursing Home Care: 2024
Start Slideshow The cost of long-term care services increased across all provider types, and did so more substantially for certain...
The Biggest Threat to Life and Annuity Issuers Is Not the DOL Fiduciary Rule
This is the latest in a series of columns about annuities and retirement planning. Recent ransomware attacks show that passwords and...
