CFP Board's 'Perfect Job' Promos Fall Flat With Planners
By John Manganaro"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
October 07, 2024
Corebridge Joins the Registered Index-Linked Annuity MarketThe company has ranked second in terms of overall annuity sales. Now, it's in more of the annuity market.
October 07, 2024
Millions of Americans Dodging Taxes on Early Retirement WithdrawalsNearly 3 million taxpayers who received $12.9 billion failed to pay the extra 10% tax, a report finds.
October 04, 2024
El-Erian Warns Fed After Jobs Data: 'Inflation Is Not Dead'His comments came after Friday's job data blew away estimates, triggering a jump in U.S. stocks and bond yields.
October 04, 2024
Cambria Launches Tax-Aware ETF, With More to ComeThe fund will trade under the ticker TAX and is being offered in partnership with ETF Architect.
October 04, 2024
Fed's Half-Point Rate Cut Was 'A Mistake': Larry SummersHis views follow news that the unemployment rate fell to 4.1% in September.
October 04, 2024
B. Riley Boca Brokers Exit Ahead of Firm's Effort to Raise CashThe office was known to be a top producer for the wealth unit, which managed about $25 billion at the end of last year.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.