Unmarried Women No Longer Pay a Financial Penalty in Retirement
What You Need to Know Younger boomers who have spent most of their adult lives single are catching up to...
life insurance
FPA Steps Up Fight for Legal Protection of 'Financial Planner' Title
The Financial Planning Association will hold a series of events in the first half of 2023 to engage members and other...
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech Roundup
Palazzo joined Envestnet in 2021 as group head for Envestnet MoneyGuide. Before joining Envestnet, she was with Morgan Stanley for...
Top 5 Trends at Merrill Wealth Management in Q4
Bank of America’s Merrill Lynch Wealth Management division had a mostly strong fourth quarter ended Dec. 31 that, in a...
How to Walk the Social Media Tightrope: Doug Wilber
Financial professionals should avoid using partner content as their sole content source, though. Social media should be an extension of a...
Transamerica Adds Life Policy Aimed at Retirement Savers
Transamerica has introduced a life insurance policy that could help high-income clients save more for retirement. The new Transamerica Financial...
Debate: Who Benefits From Secure 2.0's Increased RMD Age?
The amount of any given retirement account owner’s RMD is based on the account value at the end of the...
New Bill Would Repeal Estate Tax, Keep Step-Up in Basis
The step-up in basis, which eliminates the capital gains tax on the lifetime appreciation of the decedent’s property, Slott said,...
Trump's $1.6M Tax-Fraud Hit Eclipsed by Impact of Felony Conviction
What You Need to Know Two Trump Organization business units were sentenced on Friday in New York after a felony...
BlackRock Takes Stake in 401(k) Startup
BlackRock Inc. is partnering with Human Interest, a 401(k) startup, to expand access to retirement plans for small and medium-sized businesses across...
