Financial Planning for Families With Disabilities
Sixty-one million people in the U.S. live with a disability; intergenerational planning for this population is critical.
Read moreSixty-one million people in the U.S. live with a disability; intergenerational planning for this population is critical.
Read moreCalifornia Governor Gavin Newsom has signed legislation that incorporates the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA Kevin Mayeux, CAE, released the following statement:
Read moreMoore, the head of Betterment for Advisors, details how new custodians and increased competition are reshaping wealth management.
Read moreGoldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.
Read moreNAIFA wholeheartedly supports a best interest standard for retirement investment professionals, but believes the Department of Labor’s proposal to impose a fiduciary-only regulation goes too far, NAIFA Secretary Chris Gandy wrote in letter...
Read moreThe SEC’s Investor Advocacy Clinic Summit comes as the number of pro bono law clinics for small clients has shrunk and federal funding dried up.
Read moreA public filing cited an “organizational realignment of certain business functions” as the reason for the departure.
Read moreThe firm’s board is already conducting a search for his successor. Additionally, Greg Davis has been appointed as president in addition to his current role as chief investment officer.
Read moreThe agency this week is sending letters to target 125,000 cases of taxpayers with incomes of more than $400,000 who didn’t file returns between the years 2017 and 2021.
Read moreMerrill and Wells Fargo join Charles Schwab Corp. and Robinhood Markets Inc., which started offering the spot Bitcoin ETFs shortly after their approval.
Read moreWealth Management IQ and Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
Read moreAmerican Council of Life Insurers (ACLI) President and CEO Susan Neely and NAIFA-New Hampshire Past President Dawn Chambers issued the following joint statement on the best interest annuity rule adopted recently by the New Hampshire Insurance...
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