Elements to Offer Planning Tool to XYPN's Fee-Only Advisors
Elements, a provider of a financial health monitoring system for advisors, says it has formed a partnership with XY Planning Network (XYPN),...
life insurance
Creative Planning Buys $2.2B Wealth Manager in Texas
Creative Planning says it has acquired Maxwell Locke & Ritter Wealth Management, a $2.2 billion wealth management firm with offices in...
UBS Plans $2B of Share Buybacks
UBS Group AG said it would buy back up to $2 billion of its shares over the next two years,...
Zinnia Closes on Business That Includes AnnuityNet
A unit of the same company that owns Security Benefit and Policygenius, and that has a big minority stake in...
20 Hottest Luxury Real Estate Markets: 2024
Start Slideshow Global luxury real estate prices climbed 3.1% on average last year, according to the 2024 Knight Frank Wealth...
Financial Literacy Month Can Help You, Too
What You Need to Know April is a time to burnish skills. You could try new digital tools. You could...
Your Client Got a Social Security Clawback Notice. What Should They Do?
My client got an overpayment notice. What should they do? Anyone who receives an overpayment notice should contact SSA as...
Crash or Soar? Investors Get Ready for Stock Market Extremes
Retail investors are showing their longest stretch of bullish options market positioning since 2021’s meme stock craze, according to data...
How to Find the Right Asset Allocation for Your Retiring Client
What You Need to Know Before determining a proper mix, clients need to assess the costs related to their preferred...
The Nursing Crisis Is Here. What Does It Mean for Your Clients?
Why Is There a Nurse Shortage? The nursing shortage exists even though the median annual wage for registered nurses is...
