12 Best Metro Areas for First-Time Homebuyers
Start Slideshow Home prices in the U.S. have stayed near all-time highs even as the pandemic-fueled demand for real estate...
life insurance
FINRA Provides Update on 'Finfluencers' Crackdown
The broker-dealer self-regulator said that it’s looking for communications via any website or application that enables users to create and...
Merrill Names New Private Wealth Head
Hans, Glenfield and Fahmy will assume their new responsibilities immediately and will work together, with Plaus, to ensure a smooth transition, according...
Supreme Court Limits Fines for Not Reporting Overseas Accounts
What You Need to Know A businessman living abroad argued that the law left unwitting taxpayers vulnerable to draconian fines....
12 Best & Worst Broker-Dealers: Q4 Earnings, 2022
Start Slideshow Broker-dealers reported mixed earnings for the final quarter of 2022, with an equal number posting year-over-year growth and...
2 More RIAs to Pay Nearly $900,000 Over 12b-1 Fees
The two Republican commissioners dissented from the SEC’s charge of best-execution failures, stating that the action “is only the latest in a...
The High Cost of Waiting to Plan for Long Care
What You Need to Know Some clients may never qualify to buy medically underwritten long-term care products. The odds get...
Cash Is Paying More Than Traditional Stock-Bond Portfolio
For the first time in more than two decades, some of the world’s most risk-free securities are delivering bigger payouts...
Estate Planning Wisdom, Passed Down for 300 Years
Using the legal system to bequeath one’s assets was decidedly uncommon for Black Americans during colonial times. But not for...
Another Way to Calculate How Much Clients Can Spend in Retirement
In addition to discussing this problem with Morningstar, Tharp has also written in depth on the topic on Kitces.com. Ultimately, he...
