Illinois, Georgia Are Newest States To Adopt Best Interest Annuity Rules
The two states became the 32nd and 33rd in the county to pass laws based on the National Association of Insurance Commissioners’ 2020 model.
Read moreThe two states became the 32nd and 33rd in the county to pass laws based on the National Association of Insurance Commissioners’ 2020 model.
Read moreMassachusetts recently approved a new 4% tax on state residents with annual income over $1 million. Many states could follow.
Read moreFederal Reserve officials said the inflation in the US is resulting from a complex set of unprecedented conditions, and that it may take time to decelerate.
Read moreBased on the work of cutting-edge planners and therapists, more advisors are tuning in to the psychology of money.
Read moreThe chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life.
Read moreThe new, on-demand learning platform is based on the work of Dr. Daniel Crosby, the wealthtech company’s chief behavioral officer.
Read moreBisnow looks at the implications of the Western drought on the CRE market. Google is asking employees to share desks as it downsizes its office footprint, reports CNBC. These are among today’s must reads from around the commercial real estate...
Read morePlan4Life’s Elder Planning Specialist Program can help reps deal with the array of issues facing elderly investors, from Medicare planning to long-term care needs.
Read moreReal estate investors face dual imperatives: to produce returns and to advance the low-carbon transition.
Read moreBe careful of suffocating the freedom of your employees to be themselves and bring their full selves to work.
Read moreA new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement...
Read moreA conversation with Michael Nathanson, CEO and Chair, The Colony Group.
Read more