Jeremy Siegel: Stocks Can Thrive Even With Fewer Rate Cuts
Big tech stocks, which drove big market gains last year, maintain their appeal, he suggested. Higher duration growth stocks — those...
life insurance
Even the Ultra-Wealthy Have Holes in Their Safety Nets
Kaplan also wants planners to look hard at the insurance arrangements of clients with between $20 million and $50 million...
New Medicare Preauthorization Rules Leave Patient Out of Loop
The preauthorization speed requirements are supposed to take effect Jan. 1, 2026. Plans can start out meeting the requirements using paper...
Advisor Tech News of 2024: An Evolving List
The start of 2024 brings the annual Technology Tools for Today, or T3, conference for financial advisors and other players in the...
Retirement Policy: What to Expect in 2024 and Beyond
“But, it is something that we will see being discussed at a higher level, and specifically among a cadre of...
6 Reasons Clients Fire Advisors
When a client’s portfolio underperforms unexpectedly, the client may feel let down that the advisor didn’t prepare them for this outcome....
Morgan Stanley Pays Gorman $37M for Final Year as CEO
Morgan Stanley increased James Gorman’s compensation 17% for his final year as chief executive officer, boosting his pay to $37 million....
FINRA Suspends Broker Over Reg BI Violations
The Financial Industry Regulatory Authority has suspended a broker for 18 months for violating Regulation Best Interest’s care obligation. According...
Navigating markets in 2024
From regional bank failures to unresolved geopolitical tensions to explosive growth in artificial intelligence. We have seen it all in...
S&P 500 Rises as Stocks Build on Record High
The so-called call wall has moved to 5,000 points from 4,800 — signaling that traders see the market clearing the...
