Debate: Were Texas Courts Right to Pause DOL Fiduciary Standard?
Bloink: Courts typically only grant preliminary orders preventing imposition of new requirements for the plaintiffs in the case who have...
life insurance
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0
What You Need to Know The Secure 2.0 Act gave widows and widowers more flexibility in how to empty their...
Semi-Annual Update with Paul Holba, Senior Vice-President and CIO
Paul Holba, Senior Vice-President and CIO of Empire Life Investments Inc. discusses some of the key themes the investment team...
Bullish Advisor Sentiment Collides With Market Volatility
Financial advisors started the second half in a bullish mood, expecting further gains by the S&P 500 through year-end and...
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....
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...
