Shaping Wealth Launches New Advisor AI Support Tool
The advisor education and training firm Shaping Wealth has partnered with the technology development firm Alai Studios to create a...
life insurance
New York Life Names Matt Wion to Lead Retail Annuities
New York Life has picked Matt Wion to run its retail annuity business. Wion has been the chief financial officer...
Steady Growth? It Starts With Culture: Steward Partners CEO
What You Need to Know Steward Partners CEO Jim Gold says shared ownership has been a key motivator for advisors...
2024 Fixed Indexed Annuity: Suze Orman and Annuity
2024 Fixed Indexed Annuity: Suze Orman and Annuity Call Us: 716-565-1300 Contact Us Annuities are getting more and more popular among seniors, and...
A Tough Social Security Question: Delayed Claiming and a Deceased Spouse
What You Need to Know A reader asks: What happens when a couple plans to delay one benefit until age...
How to Help Women Claim Social Security in 4 Different Situations
Fast-Moving Work Trend In 1970, 22.4% of women received their Social Security benefits solely as a spouse. They were entitled...
Cambridge Says It's Under FINRA Review, Plans $500,000 Restitution
Cambridge Investment Research says it’s under review by the Financial Industry Regulatory Authority examination staff and expects to make a $500,000 restitution payment in...
Will RIAs Start Using Fixed Rate Annuities in Portfolios?
What You Need to Know A rise in bond yields has changed the investment landscape, especially for fixed income. Like...
Nationwide Offers Advisors Morningstar Tools for Plan Sponsor Clients
Nationwide is partnering with Morningstar Retirement to help financial advisors meet plan participants’ needs. Financial advisors who work with institutional...
5 Groups That Benefit From Donor-Advised Funds
What You Need to Know The accounts facilitate a wide range of philanthropic behavior. Donors know that they will receive...
