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Think Advisor
12 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
13 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
12 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
13 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
15 小时
What the Fed’s Rate Cut Means for Life and Annuity Bulls and Bears
Inflation could erode fixed benefits: Although the Fed is confident in controlling inflation, Bears worry that sustained low ...
Think Advisor
13 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
14 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
16 小时
DOL Appeals Two Rulings Halting Fiduciary Rule
In late July, the U.S. District Court for the Eastern District of Texas Tyler Division granted the request of the Federation ...
Think Advisor
14 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
14 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
19 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
13 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.
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