6 Questions to Ask Yourself Before You Sell Your Advisory Firm
What You Need to Know A standard formula to value a company is 2½ or three times recurring revenue, and...
news
SEC to Crack Down on Funds' Misleading ESG Claims With New Rule
What You Need to Know Concerns are mounting over a lack of consistent standards for investments claiming to be sustainable....
Debate: Should the U.S. Spend More to Fight COVID?
Much of the federal funding that has been allocated toward fighting COVID-19 has been spent. The Biden administration has begun...
Making the Case for Disability Insurance to Clients
What You Need to Know Half of Americans think of their job as being risky. About 51 million workers have...
Applied Rating Index Q1 2022 Released
May 27, 2022 | Posted by Insurance-Canada.ca National Personal Auto and Personal Property premium rates increased in all provinces year...
Morningstar Launches Analytics Lab: Tech Roundup
What You Need to Know Morningstar launched Analytics Lab, a new capability for analysts and data scientists in its Morningstar...
Slice and Eastern Underwriting Managers Partner to Protect Small Businesses
May 27, 2022 | Posted by Insurance-Canada.ca New York, NY (May 25, 2022) – Slice Labs Inc., a technology company...
12 Worst States for Military Retirees: 2022
A big decision U.S. military personnel face in preparing for retirement is where in the country to settle down. They...
Michael Finke Sees a Bull Market in Advisor Education
What You Need to Know The American College commissioned a survey of 386 advisors at RIA firms and about 1,157...
UBS Must Pay Clients $1.4M Over YES Options Strategy
What You Need to Know An arbitration panel awarded $1.4 million to UBS clients who alleged the firm's options-trading strategy...
