Merrill to Pay $9.5M Over Undisclosed Fees
The Securities and Exchange Commission Monday took action against Merrill Lynch, Pierce, Fenner & Smith Inc. for charging advisory clients more...
life insurance
Nationwide Gets Closer to Fidelity, and Invesco
Nationwide is joining with Fidelity Investments to launch a variable annuity and expand variable annuity distribution. The Columbus, Ohio-based insurer...
Why is financial planning important?
Like exercising or eating a good diet, financial planning is one of those things everyone knows you’re supposed to do,...
12 States With the Highest Taxes in America: 2023
Start Slideshow The average U.S. household pays Uncle Sam nearly $11,000 in federal income taxes every year. Taxpayers also have...
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?
As for what other trends to expect, he said: “The growth of the RIA segment, if we follow this out...
Lots of Once-Trendy ETFs Are Closing
What You Need to Know From meme-focused funds to crypto-themed products, closures of niche-themed ETFs are mounting, with a few...
The Innovation Advantage: Why Indexed Universal Life Insurance is Outpacing Whole Life Insurance
Podcast: Play in new window | Download The world of life insurance is an ever-evolving landscape, and as a result,...
7 New Social Security Bills in Congress Now
Start Slideshow Lawmakers are staring down a mid-August deadline to lift the debt ceiling, with Republican threats to allow a...
Do a 'Mock Audit' Now Before SEC Comes Knocking, Compliance Pro Warns
With the recent news that the Securities and Exchange Commission plans to resume onsite exams of advisory firms, ”everyone will be...
Continental General Agrees to Acquire Elevance LTCI Policies
Continental General Insurance Company and its affiliates have agreed to acquire a block of long-term care insurance policies from Elevance...
