New Bill Revives GOP Push to Repeal Estate Tax
Republican lawmakers have reintroduced legislation to permanently repeal the estate tax. Sen. John Thune, R-S.D., ranking member of the Subcommittee...
life insurance
Here's How Much Money Americans Think They Need to Retire Comfortably
What You Need to Know Working Americans 45 and older on average estimated that it will take $1.1 million to...
GOP Senators Reintroduce Estate-Tax Repeal Bill
Republican lawmakers have reintroduced legislation to permanently repeal the estate tax. Sen. John Thune, R-South Dakota, ranking member of the...
DoubleLine Launching 2 ETFs, Direxion Closing 8
The fund’s investments include agency and non-agency commercial mortgage-backed securities and commercial real estate collateralized loan obligations, the firm said....
Rockefeller Capital Gets $622M for Selling 21% Stake
Rockefeller Capital Management, the wealth and investment advisory firm that emerged from the Rockefellers’ family office, received backing from Canada’s...
Senate Bill Could Help Protect Clients From Bad Guardians
“Guardianship is a blunt legal tool that transfers all decision-making power about the life of a person to someone else,”...
Ric Edelman: My Wacky Idea to Save Social Security
If I was the president, I would say the following to the American people: “You’ve worked hard, you’ve paid a...
Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023
Start Slideshow Last year, the S&P 500 finished down nearly 20%. Unfortunately for firms in the wealth management industry, investor...
My secret for Life Insurance Agents
STOP relying on warm market leads if you want to reach six figure commissions. I did this instead I started...
Advisors Are Leaving a Shocking Gap: Howard Sharfman
Howard Sharfman hopes you warn clients about the need for disability insurance. Sharfman, senior managing director of NFP Insurance Solutions,...
