Guardian Unveils Its First RILA, After Dialogue With SEC
Annuity issuers like RILAs because they can power the index menus with derivatives, rather than having to develop investment fund...
life insurance
Behavioral Economics Pioneer Dies at 90
What You Need to Know Psychologist Daniel Kahneman showed the logic behind puzzling behaviors, like why people refuse to sell...
New Bill Changes How Social Security COLAs Are Calculated
However, when looking at the history of Social Security COLAs, using CPI-E would not always have resulted in a larger benefit increase....
Are Advisors Giving Conflicted Social Security Advice?
What You Need to Know A big new research paper finds that financial advisors may be biased toward Social Security...
The Best View of Closely Held Business Transactions: It's a Process
What You Need to Know When it comes to the ideal sale and purchase process, everything starts with due diligence....
'Probability of Success' Doesn't Mean What Your Clients Think It Means
When advisors talk about the “success” of a retirement income plan, clients naturally think it means something like “living a...
Using a Partial Book Sale to Gradually Step Away
By age 63, financial advisor David Workman faced a challenge to service the 3,000 clients of his solo practice as...
Biden Administration Softens Final Health Regulations
What You Need to Know The group that wrote the regulations includes the IRS and the Centers for Medicare and...
BEST Financial Planning Dentists in New York
BEST Financial Planning Dentists in New YorkManaging finances as a dentist involves juggling multiple financial objectives, not just focusing on...
5 Secrets to Building Your Brand Without Burning Out
In terms of managing sessions versus networking, my advice is to prioritize sessions that can advance your professional development or...
