The Secrets Behind Commonwealth's Award-Winning Advisor Satisfaction
Fresh off his firm’s 10th consecutive J.D. Power honor for being the top investment firm for independent advisor satisfaction, Commonwealth...
life insurance
The Real Reason a Higher Retirement Age Won't Fix Social Security
What You Need to Know A new paper warns that raising the retirement age would have little effect on getting...
IRS Cracks Down on 175 Millionaire Tax Cheats
What You Need to Know The IRS says it recovered $38 million from delinquency cases against wealthy taxpayers in the...
Accidental death?
My 84 year old mother-in-law passed away earlier this year. My husband has been named the representative of her estate....
These Secure 2.0 Provisions Provide the Most Value to Your Clients
What You Need to Know The Secure 2.0 legislation has created opportunities for deeper planning discussion with existing clients while...
Senate Spending Bill Pumps $14M Into Secure 2.0 Implementation
“The Commission should make every effort to hear from all investors, especially retail investors, and the Investor Advisory Committee should...
Biden to Forgive $39B in Student Debt
“For far too long, borrowers fell through the cracks of a broken system that failed to keep accurate track of...
Raymond James Pride Network Continues to Grow in Third Year
What You Need to Know Raymond James’ annual Business of Pride Symposium was held June 28-30. The firm says that...
15 Biggest Compliance Challenges for Advisors in 2023
Start Slideshow Compliance with the Securities and Exchange Commission’s marketing rule has been named advisors’ top chore for the third...
Can a life insurance claim be denied for drug use?
Drug use is a complicated topic. On the one hand, drugs like marijuana have achieved more widespread acceptance in the...
