SEC Pushes Back Against Fidelity, BlackRock Spot Bitcoin ETF Filings
The U.S. Securities and Exchange Commission is pushing back against a wave of filings by asset managers to launch the...
life insurance
Supreme Court Throws Out Biden's Student-Loan Relief Plan
What You Need to Know Student loan payments are set to resume in late August after a three-year pause. The...
These State Tax Changes Kick In July 1
Sports Betting Tax Effective July 1, Tennessee ”will impose a new privilege tax on sportsbook operators of 1.85% of the total...
When Are You the One to Call?
What You Need to Know Talking to people who have never heard of you is direct marketing. Branding creates a...
Debate: Can More Information Ease the Student Debt Crisis?
Senate Republicans recently unveiled a counterproposal to address the nation’s student debt problems. The proposal consists of five separate bills...
Roth IRA vs. 529 Plan: Which Is a Better College Savings Vehicle for Your Clients?
What You Need to Know Section 529 plans and Roth IRAs are among the more popular options for those saving...
9 Market, Economic Predictions for the Rest of 2023: Schwab
5. Fixed income looks promising. Schwab Chief Fixed Income Strategist Kathy Jones cited what she considers "a pretty good environment"...
What is standard practice after someone dies and a minor was their beneficiary? (NY, term life)
I know this is not a recommended approach, but here we are. I have a family member who unexpectedly passed...
Fidelity to Convert 6 Enhanced Index Funds to ETFs
Fidelity is converting six of its actively managed enhanced index funds into equity exchange-traded funds, effective Nov. 17, the company...
Would You Trust Your Clients With a 401(k) Credit Card?
What You Need to Know A recent analysis about the potential to create 401(k) credit cards to streamline borrowing from...
