How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan
Female ultra-high-net-worth wealth creators and inheritors are taking a bigger role in managing generational wealth. And they are doing so...
life insurance
Lost insurance policy – what do I do?
Hi there, In January 2021, my father passed away. He had worked in roofing and was part of a sheet...
Went through Medical Underwriting and rejected the coverage option – now want to start over
Late last year, I went through Policy Genius and received a quote for life insurance. I went through the medical...
More Annuity Owners Are Buying From Issuers
For financial planners and life insurance agents, more competition in the annuity sales market may be coming from the insurers writing...
Why There's a 15% Gap Between Investor and Fund Returns
What You Need to Know Mistimed buying and selling of fund shares drove the lag, a study found. Fund volatility...
Morgan Stanley's Bloomer, Other Yacht Passengers Feared Dead
What You Need to Know Jonathan Bloomer was on the yacht with entrepreneur Mike Lynch and his family. They were...
Risks Are Piling Up for Firms' Cash Sweep Programs: Report
What You Need to Know Moving clients to high-yielding accounts results in lower revenues, putting new pressure on profitability. Less...
10 Best Robo-Advisors: Q2 2024
Start Slideshow The robo-advisor industry has reached a mature phase, surpassing an estimated $1 trillion in assets under management in...
2024 Semi-annual Market Outlook: Macroeconomic Overview
Monetary policy, global growth, politics and innovation have dominated headlines in 2024, and we expect these broad themes to continue...
CW Advisors Buys $1.2B Fee-Only RIA
Boston-based RIA CW Advisors has acquired Agili, a $1.2 billion fee-only advisory firm that provides financial planning, investments and strategic...
