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Think Advisor
10 分钟
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
21 分钟
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
2 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
2 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
2 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
1 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 ...
Think Advisor
2 天
11 Top New York City Restaurants to Book in 2025
In 2025, Caribbean cuisine will have a big Big Apple moment, thanks in part to Momofuku’s David Chang and the group’s ...
Think Advisor
2 天
Senate Passes Bill to Curb Contentious Social Security Rules
The full Senate passed late Friday H.R. 82, the Social Security Fairness Act, which would repeal the Windfall Elimination ...
Think Advisor
2 天
JPMorgan, BofA and Wells Fargo Sued Over Alleged Zelle Fraud
The Consumer Financial Protection Bureau sued JPMorgan Chase & Co., Bank of America Corp. and Wells Fargo & Co. along with ...
Think Advisor
2 天
12 Client Gift Ideas Under $100
Johnnie Walker Blue Label has a reputation that precedes it, but a 750 ml bottle soars past the $100 threshold. They also ...
Think Advisor
2 天
Concurrent Appoints Retirement Division Head
Concurrent Investment Advisors has named David Montgomery as a managing director and head of the firm’s retirement plan ...
Think Advisor
3 天
The Future of RIA Annuity Distribution Has Arrived: David Lau
Lau’s firm specializes in commission-free insurance and annuity products, as well as technology-driven product delivery and ...
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