20 Universities With the Most Ultra-Wealthy Grads
By Michael S. FischerA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.
October 17, 2023
Women's Top 6 Retirement WorriesGen Z's top concerns differ in notable ways from those of older women, Northwestern Mutual found.
October 17, 2023
16 Questions to Spark a Retirement Planning ConversationThese talking points will help you gather information and bump retirement planning up your client's priority list.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.
October 13, 2023
11 Most Generous Billionaires: Forbes, 2023These members of the new Forbes 400 list have given 20% or more of their fortune to charity.
October 12, 2023
Top 5 States for Medicare Drug Plan Agent-Broker Comp IncreasesOne sign of strong insurer interest: The index is up about 16% in the typical state.
October 12, 2023
Bob Doll Checks In On His 10 Predictions for 2023With one quarter to go, half of Doll's 2023 predictions are heading in the right direction, he says.