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Think Advisor
5 小时
The 60/40 Portfolio Isn't Dead. But Is It Enough?
For many years, the 60/40 portfolio has been an investment strategy that many clients followed for a balanced, diversified ...
Think Advisor
6 小时
How In-Plan Annuity Sales Could Help Retail Advisors
What it means: Plan sponsors, annuity issuers and financial professionals need to educate the participants about the idea of ...
Think Advisor
6 小时
Annuity Issuers Try to Talk the Same Tech Language, for Real
Global Atlantic, a big annuity issuer, has been working with Financial Independence Group, a big distributor, to implement ...
Think Advisor
7 小时
20 Best-Paying College Majors: 2024
ThinkAdvisor has identified the 20 best-paying college majors, ranked by pay at mid-career — median salaries earned by ...
Think Advisor
7 小时
JPMorgan Sued Over 'Shockingly' Low Interest on Client Cash
In a similar suit filed Thursday in U.S. District Court in California, J.P. Morgan Securities customer Jamie Canales alleges ...
Think Advisor
8 小时
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?
Byrnes: These expanded ACA subsidies are extremely expensive and should be cut back to pre-COVID levels. Estimates show that ...
Think Advisor
8 小时
80% of Americans Worry Election Will Affect Retirement: Survey
As the U.S. presidential election nears, Americans are expressing concerns about how the outcome may affect their retirement ...
Think Advisor
8 小时
Future Proof Festival Scales Up Big
The third iteration of the Future Proof Festival, held in Huntington Beach, California, brought together players from across ...
Think Advisor
12 小时
11 Reasons to Call Clients Now
Clients want to hear from their advisor. Years ago, my first manager explained you needed to have a reason for the call. “How ...
Think Advisor
10 小时
DOL Files Appeal to Lift Fiduciary Rule Stays
In late July, the U.S. District Court for the Eastern District of Texas Tyler Division granted the request of the Federation ...
Think Advisor
7 小时
Yes, Your Small-Business Clients Still Must File FinCEN Reports
Despite a court ruling, the Corporate Transparency Act remains in effect for most businesses, with penalties for noncompliance.
Think Advisor
6 天
What's Behind Fidelity’s Move to Restrict 401(k) Login Sharing
The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
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