Osaic Added $22B in Assets in 2023
Osaic, formerly Advisor Group, said it added about $22 billion in client assets in 2023 to its roughly $500 billion...
life insurance
How to Explain Annuity Basics
Once you know what the overall goal is, you can determine what type of annuity is best for them. Let’s...
'The Sketch Guy' Wants to Help You Attract New Clients
As “The Sketch Guy” for 10 years, Carl Richards created 500 New York Times columns of crisp essays and quirky...
Why Do Clients Really Ignore Advice on Annuities?
What You Need to Know New research finds advisors are unlikely to recommend annuities and clients often do not take...
It's Time to Bury the 4% Rule for Good
What You Need to Know The rule, based on a 1994 paper by Bill Bengen, is still often touted as...
'Annuity King' Faces Sentencing in Fraud Case
The FastLife allegations: Prosecutors accused Wasserman and an accountant, Kenneth Rossman, of persuading Wasserman’s clients to surrender annuities or borrow against...
10 Best Markets for First-Time Homebuyers: 2024
Start Slideshow In 2023, both homebuyers and home sellers largely sat on the sidelines against a backdrop of high interest...
Why Suze Orman Shunned a Million-Dollar Penthouse
There is perhaps no greater financial danger for advisors’ wealthiest clients than the age-old desire to “keep up with the...
Merrill Team Forms RIA to Serve 'Family Next Door'
A group of three financial advisors who managed $420 million in assets at Merrill Lynch have gone independent and launched...
DOL Releases FAQ on Secure 2.0 Emergency Savings Accounts
PLESAs, as the IRS explained, “are individual accounts in defined contribution plans and are designed to permit and encourage employees...
