ESG marketing or ESG rating: Which matters more for funds?
Among the 25 highest ESG-scoring funds within YCharts’ sample, 13 received perfect 10.0 ratings from MSCI, and only two scored...
life insurance
Millennials and Long-Term Care Planning
What You Need to Know Millennials are starting to draw up wills. Conversations about wills can lead to conversations about...
Variable Annuities: What's In and What's Out
What You Need to Know Change happens. Riders that help clients cope with medical events are popular. The author sees...
S&P 500 Becomes More Exxon, Less Amazon
Even so, the Nasdaq is still down 28% this year, while the S&P 500 has lost 16%. And not everyone...
Meet the Winners of the Excell Women in Wealth Management Awards
Carson Group — along with Fidelity Institutional, Financial Independence and Mariner Wealth Advisors — have announced the winners of the inaugural Excell...
Ex-Wells Fargo Broker Pleads Guilty To Stealing $500K From Clients
What You Need to Know A former Wells Fargo broker and chief compliance officer pleaded guilty to wire fraud. The...
Complex Market Begins to Focus on Profitable Growth: Aon
Aon’s 2022 Canadian Insurance Market Report Toronto, ON (Nov. 1, 2022) – Aon plc, a leading global professional services firm,...
Important Deadline Approaching for Clients Who Tapped 401(k)s During Pandemic
What You Need to Know The CARES Act allowed plan participants to take up to $100,000 in distributions from an...
Pros, Cons of Envestnet's Move Into the RIA Custody Space
What You Need to Know Industry experts provided a mostly positive take on Envestnet’s plan to enter the custody business...
Bob Doll: This Quarter's Rally May Have Legs
Crossmark Global Investments CIO Bob Doll suggested Friday that the fourth quarter market rally has further to go, although he...
