Tooth Fairy return outpaces S&P 500, beats inflation

Tooth Fairy return outpaces S&P 500, beats inflation
The windfall first-graders are getting on their baby teeth has parents chomping at the bit.
MAR 10, 2023

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Two former Commonwealth advisor teams join Independent Financial Partners
Two former Commonwealth advisor teams join Independent Financial Partners

IFP adds roughly $400M in combined assets as advisors from South Dakota and Maryland seek flexible, long-term partnerships following LPL's Commonwealth acquisition.

Nitrogen launches AI tool to calculate insurance coverage needs
Nitrogen launches AI tool to calculate insurance coverage needs

A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.

Edelman Financial Engines taps OneTrust alum as first retirement advisory chief
Edelman Financial Engines taps OneTrust alum as first retirement advisory chief

Christian Mango is joining the PE-backed RIA giant to grow retirement plan services as it deepens its workplace-to-wealth strategy

SEC accuses crowdfunding firm Netcapital of inflating revenue by 345 percent
SEC accuses crowdfunding firm Netcapital of inflating revenue by 345 percent

The startups paying millions in consulting fees were secretly controlled by one insider, the SEC alleges.

SEC sues Adit Ventures advisor over alleged pre-IPO fund fraud
SEC sues Adit Ventures advisor over alleged pre-IPO fund fraud

Klarna and SpaceX stakes sit at the center of the SEC's fraud claims.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income