Advisors' Biggest Problem With SEC's Marketing Rule
What You Need to Know CFA Institute and IAA polled 189 firms on compliance practices associated with the Marketing Rule....
life insurance
Prulife Insurance
Hello. New here in reddit. Badly need some of your wise advice. So, I have 4 policies for my father...
This Looming Health Threat Faces a Third of Older Americans. Advisors Can Help.
Fortunately, research has shown that lifestyle changes can go far in delaying the onset of symptoms and reducing their severity...
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity Exchanges
What You Need to Know Washington policymakers want to give retirees a way to maximize longevity insurance. The problem: The...
SEC Probes Morgan Stanley, Wells Fargo Over Cash Sweep Accounts
What You Need to Know The two firms disclosed that the SEC is seeking information on their cash sweep programs....
Senators Probe Social Security Administration's AI Use
Top senators have asked Martin O’Malley, the Social Security Administration commissioner, to detail steps that the agency is taking to ensure...
Blackstone Aims Beyond 'Mass Affluent' With Infrastructure Fund
To be exempt from federal rules for mutual funds, these conglomerates invest primarily in private operating companies, meaning they directly...
Invest in Others Foundation Revamps Mission, Adds Industry Vets to Board
Joining the board are the following industry executives: Amy Fritz, executive vice president and head of the independent channel at...
Executives Brief Wall Street on Death
What You Need to Know Reinsurance Group of America sees death still about 3% higher than in 2019. That could...
5 Reasons Annuity Surrenders Can Be a Good Thing
What You Need to Know Surrender charges make annuity business sticky. Fees from surrenders can help issuer earnings. Surrenders resulting...
