Is SEC Regulation Best Execution a Good Idea? Experts Weigh In
“That would give us better information about the execution quality from our brokers,” Angel said. “What I am concerned about is...
life insurance
Should Your Clients 'Superfund' Their 529 Plans?
Is 529 Plan Superfunding Right for the Client? A superfunding strategy will, of course, tie up more funds within the...
Older Homeowners Plan to Stay Put in Retirement: Survey
What You Need to Know A survey says that 70% of Gen X and baby boomer homeowners plan to or...
Debate: Are Student Loan Interest Proposals Fair?
If we were talking about any other type of debt, the borrower wouldn’t be given the option to not repay...
7 Secure Act 2.0 Provisions That Are Popular With Advisors
Start Slideshow During a recent event hosted by the Bipartisan Policy Center, Sens. Cory Booker, D-N.J., and Todd Young, R-Ind.,...
3 Sins Advisors Commit When Discussing Cash With Clients
What You Need to Know Cash is back in style, and advisors need to ensure they're speaking smartly to clients...
Federal Government to Suspend Long-Term Care Benefits Program
Clients who are federal government employees have only a few more days to sign up for the Federal Long Term...
Fidelity Funds Seek to Make Bigger Bets on Individual Stocks
Risk, Volatility Most mutual funds elect to be diversified, a status that investors often associate with less risk and volatility....
Consumers Are Nervous. Is That Good for Annuities?
What You Need to Know Market research from F&G finds consumers are much more likely to be worried about their...
S&P 500 to Hit 5,000 in 2023: Strategist
The average equity strategist is predicting a decline for the S&P 500 in 2023 as recent wage and services data suggest inflationary forces still grip the...
