The Time to Solve Retirement Income Has Arrived: Wade Pfau
What You Need to Know Pfau is turning his focus from academia to developing the Retirement Income Style Awareness program....
life insurance
Regulators Issue Joint Bulletin on Self-Directed IRA Risks
Industry regulators issued a collective warning Tuesday on the potential risks associated with self-directed individual retirement accounts — namely, that...
Track Lawmakers' Stock Trading With These Two ETFs
NANC and KRUZ are a joint effort between investment firm Subversive Capital and Unusual Whales, an options and equity data...
SEC Worries About Rating Analyst Overload
NRSRO Data In 2022, 10 rating agencies were operating as NRSROs. Those 10 NRSROs issued 2.2 million ratings of all...
U.S. Mortality 6.9% Higher Than Pre-Pandemic Average
What You Need to Know The CDC uses early death counts when deciding whether COVID-19, flu and flu-like illnesses are...
A Way to Avoid the Dreaded 1099 Conversation With Clients
What You Need to Know Some of your clients might owe capital gains taxes despite seeing negative returns. Variable annuities...
5 Factors to Consider Before Choosing Life Insurance
There are many factors to consider when choosing life insurance. Some people decide to get life insurance based on emotion,...
Biden Will Call for Billionaire Tax, Bigger Levy on Stock Buybacks
President Joe Biden will call for quadrupling the levy on corporate stock buybacks and renew his calls for a minimum...
United Advisor Group Launches as RIA Aggregator
What You Need to Know New RIA aggregator United Advisor Group selected Goldman Sachs Advisor Solutions as its custody service...
Retirement Worries Trending Up Nationwide: Survey
What You Need to Know Rocky markets and inflation concerns have dampened, but not destroyed, Americans' financial confidence. Shorter-term confidence...
