Fidelity's 401(k) Plan Annuity Platform Goes Live
Fidelity Investments announced Thursday the official public launch of its Guaranteed Income Direct platform, designed to allow retirement account owners...
life insurance
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big Deal
RIA mergers and acquisitions declined year over year for the first time in at least a decade in 2023, as higher...
IRS Issues Rollover Relief for Maryland Prepaid 529 Plan
The Treasury Department and Internal Revenue Service announced Thursday special relief for taxpayers affected by recent system issues affecting the Maryland Prepaid College...
Corebridge Adds Fixed Annuity Aimed at RIAs
Corebridge Financial has come up with a new kind of plain vanilla annuity. The Houston-based company has introduced the American Pathway...
Best Renters Insurance In Utah For Apartments & Homes!
How Much Is Renters Insurance In Utah? The average cost of renters insurance in Utah is $12.58 per month or $151...
Advisors, Medicare and the Election: Reading Between the Headlines
What You Need to Know Retiree health care expenses are still rising even as presidential candidates and voters have shifted...
60/40 Portfolio 'Was Never Dead': Vanguard Researcher
What You Need to Know The allocation has done well by investors over the long term despite weak performance in...
Ed Yardeni Is Getting Nervous About the Speed of S&P 500's Rally
But the valuations remain relatively tame viewed against the bubble era of the late 1990s. Source: BofA If they were...
Senator Probes Medicare Plan Distributors on Marketing Tactics
What You Need to Know The heads of Integrity Marketing, eHealth, GoHealth, SelectQuote and Willis were asked about their lead-generation...
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: Study
Nine in 10 advisors say they would change firms because of bad technology at their current firm, and 44% have...
