Family Offices' 10 Favorite Investments for 2024
Start Slideshow Family office portfolios appear to be moving back into balance, according to UBS’ latest Global Family Office Report. ...
life insurance
Shilling: 'Fads' Fueling Market, Even as Growth Slows
U.S. stocks are being supported by speculation, as equities linked to artificial intelligence and other “fads,” including Nvidia, support the...
Will an Ex-Fidelity Advisor's Reg BI Suit Catch the SEC's Eye?
What You Need to Know An advisor sued Fidelity, saying it fired him after he blew the whistle on its...
Good Options for 'Saving' Social Security Are Disappearing Fast: Alicia Munnell
What You Need to Know Social Security's funding shortfall is a big, but addressable, problem. The policy researcher Alicia Munnell...
What Wealth Managers Must Do to Outperform by 2030: EY Report
How to outperform in today’s wealth management industry is the existential question confronting its leaders, according to the 2024 EY...
Leaders Need 'Micro-Knowledge' to Achieve Big Goals
For many, great leadership begins with being a people person. But among other essentials, you need “micro-knowledge” about the work...
Not All Financial Advisor Accreditations Are Created Equal: IWI
What You Need to Know The organization updated its flagship Certified Investment Management Analyst certification program. Advisors (and clients) should...
Annuities' Non-U.S. Reinsurers May Face New Tests
The NAIC’s Life Insurance Actuarial Task Force has been working on an effort to update offshore reinsurance rules for more than...
Golden Years Covered: Finding Affordable Life Insurance for Senior
As we journey through life, our priorities and responsibilities evolve. In our golden years, thoughts often turn towards securing our...
Annuities' Non-U.S. Backers May Face New Tests
The NAIC’s Life Insurance Actuarial Task Force has been working on an effort to update offshore reinsurance rules for more than...
