Smarsh Integrates ChatGPT With Its Compliance Platform
Smarsh, a compliance tech firm serving 19 of the top 20 global financial institutions, has integrated OpenAI’s ChatGPT Enterprise Compliance API...
life insurance
New Final IRS Regs Affect Where Annuities Fit in RMDs
What You Need to Know The final rule will affect when and how certain clients have to take cash out...
SEC Launches Sweep of RIAs' T+1 Compliance
Specifically, the K&L Gates attorneys say the sweep asks RIAs to share the following documents relating to the T+1 settlement process:...
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony Group
The Atlanta-based wealth management firm Gratus Capital is set to join forces with fellow Focus Financial firm The Colony Group,...
Brokerages, Banks Caught Up in Massive Tech Outage
What You Need to Know Clients at Bank of America, JPMorgan, Schwab and Wells Fargo reported problems, according to Downdetector....
IRS Releases Final RMD Regs on 10-Year Rule
For example, “spousal beneficiaries now have 3 different options of how to treat their deceased spouse’s retirement account, each with...
Average Life Insurance Cost And Typical Rates
I am sure you can agree that figuring out the average life insurance cost per month can seem complicated. Especially if you are...
Best Life Insurance In Alabama
In Alabama, there are a number of different life insurance companies to choose from and they offer multiple policies. But...
Most Americans Think There's a 'Retirement Crisis' — But Not for Themselves
Also striking, Blanchett said, is that it may not take much to change these perceptions. Individuals with as little as...
What does this effective vs original effectivate date mean?
https://preview.redd.it/jy23jwc4gcdd1.png?width=948&format=png&auto=webp&s=5cc329f4e13401b730f9910c8041d5d71da1480c Why are there an effective and original effective date? My FIL passed, and he missed a payment 2 months...
