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Think Advisor
40 分钟
Americans Plan to Focus on Financial Stability in 2025
Forty-four percent of millennials ranked financial stability as their top priority in 2025, compared with 37% of Gen Xers and ...
Think Advisor
53 分钟
Merrill to Settle Overtime Suit for $4.9M
The firm is establishing a fund to settle allegations that it underpaid certain salaried advisors and trainees.
Think Advisor
57 分钟
Jeremy Siegel: 'Dip Can’t Be Ruled Out' for S&P in 2025
The stock index will likely deliver returns in the flat to 10% range, and "and a dip can’t be ruled out," he wrote in his ...
Think Advisor
1 小时
The Most Confusing Inherited IRA Questions, Answered
The RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
Think Advisor
1 小时
What the New $1.9T Spending Law Means for Life and Annuity Legislation
The American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.
Think Advisor
2 小时
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service
To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
Think Advisor
2 小时
Prudential Sheds $11B in Universal Life Guarantee Exposure
Prudential Financial has closed on a deal passing immediate responsibility for about $11 billion in guaranteed universal life ...
Think Advisor
3 小时
2 Big Takes on the Market in 2025
Earnings will have to carry the day in 2025 and probably will, but the market is in “later innings,” he writes. “And although ...
Think Advisor
4 小时
Mid-Career Adults Face 19% Increase in Death Rate
The details: The CDC Wonder system, which draws on somewhat different figures than the new mortality report and analyzes the ...
Think Advisor
4 小时
Young Adults Face Double-Digit Increase in Death Rate
The death rate per 100,000 lives increased 15% between 2019 and 2023 for people ages 25 through 34, to 148.1, and 19.1% for ...
Think Advisor
5 小时
SEC Fines RIA Over Marketing Rule Violations
Atlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by ...
Think Advisor
2 天
Biden Signs Anti-Shutdown Bill With Some Medicare Funding Provisions
The federal government was set to begin shutting down at midnight Friday. The Relief Act gives the government funding to stay ...
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