How 10 Life and Annuity Mutuals Fared in 2022
Ten large mutual life and annuity issuers took a hit along with just about every other financial services company in...
life insurance
10 year term life insurance: How it works and what it costs
Ten years ago, no one had ever heard of COVID. Tesla stock cost $10 per share. New Yorkers were obsessed...
9 Questions Clients Are Asking About Bank Failures, Deposit Insurance
When an individual trusts a financial institution with their hard-earned savings, they generally assume the money will be there for...
Critical minerals, mining and the energy transition
In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take...
D.C. Health Exchange Needs Broker Identity Theft Posse
What You Need to Know The breach included some Social Security numbers and affected more than 56,000 individuals, including 17...
Kitces: 3 Types of Client Cash and Where to Park Them
“Maybe we’ll trade into a money market fund. Maybe we’ll trade into an ultra-short-term Treasury fund and try to get...
SEC Issues New Reg BI Guidance
The Securities and Exchange Commission released guidance Thursday for advisors and brokers on meeting their care obligations when providing investment advice...
Here Are Advisors' Biggest Business Challenges: Cerulli
Financial advisory practices, faced with time-consuming impediments to their daily work, look for processes to become more efficient. The latest Cerulli...
New Bill Allows 529 Plans to Be Tapped for CFP, CPA Exams
A new bill, H.R. 1477, would allow 529 plan funds to be used to cover the costs of maintaining professional credentials...
How Rich Is the Supreme Court?
Roberts also owns individual stocks in telecom company Charter Communications and lab equipment firm Thermo Fischer Scientific Inc. His house...
