Pre-Retirees and Retirees Prioritize Charitable Giving: Survey
Nearly 60% of pre-retirees and retirees say they are committed to charitable giving, according to a recent survey from Fidelity...
life insurance
TIAA Retail Customer Data Exposed in Vendor Breach
What You Need to Know Data for nearly 9,000 retail customers was exposed but no known fraud has occurred, TIAA...
Should You Switch Firms? Straight Talk From a Top Advisor Recruiter
Though there’s fierce competition for top advisors, to remain with your current firm or leave for another is still a...
Key Person Life Insurance – Why Your Business Needs It
Key person life insurance policies can help you protect your business from financial losses if a key employee or leader...
Affluent Investors Are Increasingly Willing to Pay for Advice: Cerulli
The demand for paid financial advice is on the rise among investors with at least $250,000 in investable assets, with...
Elevation Point Nabs Ex-Dynasty Exec as COO
Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as...
Steward Partners Promotes 3 Senior Leaders
Steward Partners, the RIA firm, has made a series of executive promotions, with Jeff Gonyo becoming head of wealth management and...
Bill Could Kill SEC's New Index-Linked Annuity Registration Rule
A member of Congress wants to cancel the U.S. Securities and Exchange Commission’s new registration system for registered index-linked annuities and...
The Ten Commandments of Getting Business in the Fall
Start Slideshow “People who finish the year strong start the new year strong.” This was advice given by my sales...
Are there only certain misrepresentations insurance can deny claims for?
Or can any misrepresentation no matter significance result in denial of a claim. I suppose this is a case of...
