Ex-Thrivent Exec Launches an RIA Roundtable
Advisor industry veteran Carolyn Armitage has launched a member-based organization that brings together RIAs, hybrids and investment advisor representatives to...
life insurance
FEGLI Questions, recent death
Hi all, I hope this is the right place to post this. My dad (61) died a few weeks ago...
What the IRS Manual Tells Staffers About Life and Annuities
What You Need to Know Tax collectors see whole life as an asset. They classify term life premiums as a...
How to Keep Female Clients After the Loss of a Spouse
For advisors, learning to ask questions and providing emotional and educational support to overcome some of those generational limitations is...
Jeffrey Gundlach: 6 Signs Recession Is Near, or Here
Start Slideshow In the post-pandemic period, many traditional recession indicators have been inaccurate or lagged, partly due to the extra...
Schwab Discriminated Against Pregnant Advisor: Lawsuit
Bergeron criticized Hayes “for taking too many breaks to throw up in performance discussions with her,” according to the suit,...
Term-Life Insurance denied due to mental health. Now what?
Wife and I are in our late 30s and both applied for 15-year, term policies. Our broker started the process...
20 Best U.S. Donor-Advised Funds: Study
Start Slideshow DonorAdvisedFunds.com, a platform that matches donors with the optimal vehicle for their charitable giving, has released the 2024...
12 Best Cities for Retirement: 2024
Start Slideshow Some two-thirds of Americans say they are somewhat confident that they will have enough money to retire comfortably,...
New Bill Ends Tax on Social Security Benefits, but There's a Catch
What You Need to Know About 40% of retirees pay income taxes on a portion of their benefits. While this...
