The 'Tiresome' Persistence of the 4% Rule
ThinkAdvisor
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9h ago
There's so much more to income planning, professor Moshe Milevsky says. But the guildeline sticks around for a reason.       Related Stories For Advisors, an Untapped Opportunity in Donor-Advised Funds - Enclosure Let's Stop Wishful Thinking About Interest Rates: Skip Schweiss - Enclosure How Advisors Can Help Women Adjust to Widowhood - Enclosure   ..read more
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How to Explain RILAs Better
ThinkAdvisor
by
11h ago
The annuities have a reputation for being complicated. Maybe you can fix that.       Related Stories MassMutual CEO Aims for Bigger Role in Annuities - Enclosure 4 Reasons to Work as a Bank, Credit Union or Insurance Advisor - Enclosure Principal Ordered to Pay $7.3M to Medical Research Foundation - Enclosure   ..read more
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S&P 500 Races Toward 30th All-Time High of 2024
ThinkAdvisor
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11h ago
Optimism over a resilient economy, improving profits and the possibility of rate cuts are pushing equities higher.       Related Stories Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards Program - Enclosure Principal Ordered to Pay $7.3M to Medical Research Foundation - Enclosure Schwab Eyes 20% Growth After $1.2T Milestone - Enclosure   ..read more
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4 Reasons to Work as a Bank, Credit Union or Insurance Advisor
ThinkAdvisor
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11h ago
Choosing to work within an institutional environment can have unexpected benefits.       Related Stories The 100,000th CFP Shares Her Story - Enclosure How Can You Communicate Trust in a Relationship? - Enclosure How This Bank Rep Took the Leap to Independence - Enclosure   ..read more
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For Advisors, an Untapped Opportunity in Donor-Advised Funds
ThinkAdvisor
by
13h ago
Demand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.       Related Stories Not All Financial Advisor Accreditations Are Created Equal: IWI - Enclosure Let's Stop Wishful Thinking About Interest Rates: Skip Schweiss - Enclosure 5 Planning Considerations for Shared Family Properties - Enclosure   ..read more
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Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards Program
ThinkAdvisor
by
13h ago
There's one month left to nominate individuals and firms for our expanded recognition program. Here's how to do so.       Related Stories Principal Ordered to Pay $7.3M to Medical Research Foundation - Enclosure Schwab Eyes 20% Growth After $1.2T Milestone - Enclosure Ken Fisher Sells Stake of Up to $3B - Enclosure   ..read more
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SEC's Crypto Enforcement Chief Steps Down
ThinkAdvisor
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13h ago
Hirsch made the announcement early Monday morning in a LinkedIn post.       Related Stories Schwab Eyes 20% Growth After $1.2T Milestone - Enclosure Ken Fisher Sells Stake of Up to $3B - Enclosure Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers - Enclosure   ..read more
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15 Most Expensive Private Colleges: 2024
ThinkAdvisor
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13h ago
Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.       Related Stories 10 Dividend-Growth Stocks That Are Cheap Now: Morningstar - Enclosure Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers - Enclosure Let's Stop Wishful Thinking About Interest Rates: Skip Schweiss - Enclosure   ..read more
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Principal Ordered to Pay $7.3M to Medical Research Foundation
ThinkAdvisor
by
13h ago
The foundation says the company let an advisor recommend unsuitable life and annuity products.       Related Stories Schwab Eyes 20% Growth After $1.2T Milestone - Enclosure Ken Fisher Sells Stake of Up to $3B - Enclosure Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers - Enclosure   ..read more
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Annuity Owners Face Online Information Gap
ThinkAdvisor
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15h ago
Only 5% of survey respondents told Nationwide they were happy with the amount and quality of information available.         ..read more
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