An integration with Redtail Speak, a compliant texting service, is just the beginning of the company's plans to bring artificial intelligence into its technology.
Despite fairly aggressive spending plans, the majority of Americans are not feeling too confident about their retirement resources going forward.
For the last six years, Lindsay Hans has headed Merrill's Northeast and Mid Atlantic Divisions. She succeeds Don Plaus, who's retiring.
The annuity sector trade association is advocating for legislation that would mandate retirement plans for small employers that don't have them, as well as bills that would increase the use of annuities.
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
The team of eight in Midland, Texas, was brought to Americana by Dynasty Financial Partners.
Thom Maher is launching a firm, Maher Wealth Management, in Phoenix.
Chappell Wealth Management is based in The Woodlands, Texas.
A Republican resolution to kill the DOL ESG rule could come up for a vote soon. Democrats counter with legislation to codify the regulation.
Plus, Holistiplan goes to college, AIMR Analytics releases advisor comparison tool, and GW&K selects PureFacts.
In 2020, the global real estate market had a value of more than $326 trillion, which is more than the value of all the stocks and bonds in the world.
TIAA announced the hiring of Shamila Rajaratnam from the Vanguard Group and Jim Mullery from Prudential to round out its retirement solutions leadership team.
The launch follows the company’s offerings of similar plans in the UK and Europe; Transamerica will serve as record keeper for PEP.
The outlook isn’t much better for 2023 as investors continue to deal with persistent inflation and economic uncertainty.
Average retirement account balances increased at the end of the fourth quarter from third-quarter levels.
Julian Lopez will focus on LPL's relationships with independent advisors.
An attorney for the independent reps said the decision has implications for the entire sector. The brokerage, NexTrend Securities, may seek to vacate the award.
The turnkey asset management and technology provider brought in $456 million in revenue last year, up 20% year-over-year.
Financial advisors can play an active role in the success of student athletes with name, image and likeness deals, but they need to speak the language of their young clients.
While the popular guideline is a good starting point, inflation and rising interest rates are factors that change the game when it comes to retirement withdrawals.
