Fidelity Gives Teens 3 Theme-Based Investing Baskets
Fidelity Investments has updated its teen-oriented Youth App by launching three investment “baskets” that reflect its young investors’ interests. Fidelity...
life insurance
Help with L99 policy changes
Looking for recommendations on modifying my L99 policy. I purchased a Whole Life policy a couple of years ago for...
5 Ways to Use Testimonials & Boost Your Client Experience
Financial advisors have long bemoaned restrictions on client testimonial. But after more than a year since the Securities and Exchange...
BlackRock May Escape Texas Blacklist
Texas Lieutenant Governor Dan Patrick offered a sliver of hope to BlackRock Inc. that it may be eventually removed from...
Release of Final DOL Fiduciary Rule Expected Soon
House Democrats Pushed for Quick Review Rep. Maxine Waters, D-Calif., the top Democrat on the House Financial Services Committee, called for an...
Morgan Stanley Wealth Unit Being Probed by Regulators: Report
Morgan Stanley shares slid as much as 6.5% after a report that a cadre of U.S. regulators are scrutinizing the...
Fiduciary Rule Meetings Disappointed Agent Groups
Cadin, Finseca’s CEO, also expressed disappointment about the lack of Labor Department and OMB dialog. “I continue to believe this...
Social Security Claiming: The Classic Case of Divorce
The best approach, according to the authors, would be for Kathy to file in July 2029 at age 67 for...
How a Bit of Bitcoin Could Boost Returns — Even in 60/40 Portfolios
What You Need to Know WisdomTree findings on bitcoin's portfolio effect aligns with what's found in other papers, Ric Edelman...
OMB Completes Review of Final DOL Fiduciary Rule
The rule, the lawmakers wrote, “will strengthen critically needed guardrails and protect working families and retirees from conflicted financial advice...
