Carson Group Picks Up 31 Firms, $3.6B in 2023
Carson Group added 31 advisory firms with a total of $3.6 billion in assets under management last year — making...
life insurance
Getting Clients to Buy Into the Return to Normalcy
After four years on an economic rollercoaster, advisors have been yearning for a return to normalcy. This phrase, Warren G....
A Thank-You Note to Gary Gensler? You Bet.
Finally, Gensler could have taken the court literally: Since the court objected to the SEC’s rejection of spot ETFs following...
How Racial Disparities Hurt Retirement for All: SSA Official
What You Need to Know Minorities earn far less on average than their white counterparts at all levels of educational...
New FINRA Home Office Rules Take Effect in June
On June 1, firms may start using the RSL designation, FINRA said. The first RSL list is due to FINRA on...
529-to-Roth Rollovers: What We Still Don't Know
What You Need to Know The IRS has yet to release detailed guidance on the rules around this Secure 2.0...
Happy Advisors Are Part of Something Bigger: Tim Gerend
Tim Gerend, the chief distribution officer at Northwestern Mutual, sees building a stronger sales force as critical to helping his...
He Fled California Taxes. Now He's Fighting Them in Washington
What You Need to Know Washington has no state income tax but does have a 7% levy on capital gains...
What Is a Guaranteed Purchase Option Rider?
What Is a Guaranteed Purchase Option Rider? A guaranteed purchase option (GPO) gives you the right to buy more coverage...
Should You Move to Reduce Your Taxes?
Should You Move to Reduce Your Taxes?Relocating for Tax Optimization: A Deep DiveBook a call!The allure of escaping high-tax shackles...
