Marketing tool aimed at helping advisers land clients, but comes with no SocSec calculator
Regulators are stressing that reps are on the hook and suitability rules apply when discussing variable annuities. Darla Mercado explains.
Finra has ordered Wells Fargo and Merrill Lynch to pay $5.1 million to settle charges related to sales of bank loan mutual funds -- just as investors are stampeding into such funds.
Chairman says agency is neutral on how to fund exam expansion.
The Hartford's generous VA buyout deal is creating a buzz in the industry. Just don't expect other carriers to follow suit.
Says agency needs funds to boost oversight of advisers; first attempt died in '12.
Kiley sentenced to long jail term for part in $194M Ponzi scheme
Heirs facing $30M tax bill; 'will not be pleased with their tax advisers'
After a decade-long run, it's time to go
Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.
Lump sum payment can mitigate sting of a late claim.
Life expectancy -- and life expectations -- crucial when devising claiming strategies
Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.
Bank's raised $3M in revenue so far this year off levy
Industry growth requires a renewed commitment to investing in the next generation
