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Newsletters
ThinkAdvisor

College Planning


10 BEST MBA PROGRAMS IN THE UNITED STATES: LINKEDIN

SPOTLIGHT

WHY FIRMS MAY REVERSE COURSE ON AI PLANS IN 2024: FORRESTER




LPL TO DISTRIBUTE PROSPERITY LIFE INDEXED ANNUITY




JAMIE HOPKINS: WHY YOUR CLIENTS ARE STRESSED, AND WHAT TO DO ABOUT IT




MORGAN STANLEY TO PAY 6 STATES $6.5M OVER CLIENT DATA SECURITY




A MEDICARE PART D PREMIUM WARNING FOR FINANCIAL PLANNERS




7 'IRRATIONAL' REASONS PEOPLE AVOID ANNUITIES: STUDY



November 20, 2023

S&P 500 RALLY MAY BE AT RISK AFTER 9.6% GAIN IN 3 WEEKS

Economy & Markets


November 17, 2023

WHY FIRMS MAY REVERSE COURSE ON AI PLANS IN 2024: FORRESTER

Artificial Intelligence


November 17, 2023

10 DIVIDEND STOCKS TO BUY NOW: MORNINGSTAR

Dividend

November 17, 2023

BAD TIMING DRAINED RETURNS FOR THEMATIC FUND INVESTORS: MORNINGSTAR

Mutual Funds


SPOTLIGHT

WHY FIRMS MAY REVERSE COURSE ON AI PLANS IN 2024: FORRESTER




LPL TO DISTRIBUTE PROSPERITY LIFE INDEXED ANNUITY




JAMIE HOPKINS: WHY YOUR CLIENTS ARE STRESSED, AND WHAT TO DO ABOUT IT




MORGAN STANLEY TO PAY 6 STATES $6.5M OVER CLIENT DATA SECURITY




A MEDICARE PART D PREMIUM WARNING FOR FINANCIAL PLANNERS




7 'IRRATIONAL' REASONS PEOPLE AVOID ANNUITIES: STUDY




POPULAR

DOL FIDUCIARY RULE MAY REQUIRE ALL ROLLOVER OPTIONS’ FEE INFO

Fixed Annuities

SUPERNERDS UNITE AGAINST DAVE RAMSEY’S 8% SAFE WITHDRAWAL RATE GUIDANCE

Income Planning

10 BEST MBA PROGRAMS IN THE UNITED STATES: LINKEDIN

College Planning

7 'IRRATIONAL' REASONS PEOPLE AVOID ANNUITIES: STUDY

Annuities

12 BEST STATES FOR WORKERS: 2023

Economic Trends

WEBCASTS

View All


PORTFOLIO CONSTRUCTION MASTERCLASS, PART 1 OF 3: TODAY’S INVESTMENT LANDSCAPE




WEALTH MANAGEMENT MASTERCLASS, PART 1 OF 3: TAX PLANNING IN FOCUS




RETIREMENT MASTER CLASS PART 3 (OF 3): SOCIAL SECURITY





PORTFOLIO

View All
November 17, 2023

WHY FIRMS MAY REVERSE COURSE ON AI PLANS IN 2024: FORRESTER


November 17, 2023

10 DIVIDEND STOCKS TO BUY NOW: MORNINGSTAR

   Dividend


BAD TIMING DRAINED RETURNS FOR THEMATIC FUND INVESTORS: MORNINGSTAR

BIDEN SIGNS BILL AVERTING SHUTDOWN, TEEING UP 2024 BUDGET BATTLE

12 BEST STATES FOR WORKERS: 2023

KITCES: MAKING RETIREMENT PORTFOLIOS LAST BY MANAGING A KEY RISK

RETIREMENT PLANNING

View All
November 17, 2023

NEW RETIREMENT BILL LOWERS PLAN PARTICIPATION AGE TO 18


November 16, 2023

VARIABLE ANNUITIES ATTRACT PREMIUM DEPOSITS IN YEAR 2: STUDY

   Variable Annuities


KITCES: MAKING RETIREMENT PORTFOLIOS LAST BY MANAGING A KEY RISK

LPL TO DISTRIBUTE PROSPERITY LIFE INDEXED ANNUITY

UNITEDHEALTH FACES SUIT OVER AI-BASED MEDICARE ADVANTAGE CLAIM DENIALS

JAMIE HOPKINS: WHY YOUR CLIENTS ARE STRESSED, AND WHAT TO DO ABOUT IT











RESOURCE CENTER

View All
From smarsh

What RIAs Need to Consider With Electronic Communications

Download Now ›



From Morningstar, Inc.

Measurement of Client Risk Tolerance: How Improving Methodology Could Offer
Advisors a Significant Competitive Advantage

Download Now ›



From Foundation Source

Tax Benefits of a Private Foundation: Reduced Income Tax Is Just the Beginning

Download Now ›





REGULATION & COMPLIANCE

View All
November 17, 2023

BIDEN SIGNS BILL AVERTING SHUTDOWN, TEEING UP 2024 BUDGET BATTLE


November 17, 2023

NEW RETIREMENT BILL LOWERS PLAN PARTICIPATION AGE TO 18

   Legislation


UNITEDHEALTH FACES SUIT OVER AI-BASED MEDICARE ADVANTAGE CLAIM DENIALS

DONOR-ADVISED FUND GRANTS INCREASED BY 9% IN 2022

DOL FIDUCIARY RULE MAY REQUIRE ALL ROLLOVER OPTIONS' FEE INFO

MORGAN STANLEY TO PAY 6 STATES $6.5M OVER CLIENT DATA SECURITY





PODCASTS

View All

HOW VESTMARK USES INNOVATION TO HELP ADVISORS WITH TAX AND PORTFOLIO MANAGEMENT

ASK THE RETIREMENT EXPERT ABOUT TRICKY INCOME-PLANNING ISSUES: STEVE PARRISH

HOW RAYMOND JAMES' JODI PERRY CREATED A TRAILBLAZING, 30-YEAR CAREER

ASK THE RETIREMENT EXPERT ABOUT SOCIAL SECURITY: MARCIA MANTELL

HOW VESTMARK USES INNOVATION TO HELP ADVISORS WITH TAX AND PORTFOLIO MANAGEMENT

ASK THE RETIREMENT EXPERT ABOUT TRICKY INCOME-PLANNING ISSUES: STEVE PARRISH

1/2


MAGAZINE

Archive


Current Issue

DECEMBER 2023

View Issue


THE LATEST


November 17, 2023

10 BEST MBA PROGRAMS IN THE UNITED STATES: LINKEDIN

  College Planning

November 17, 2023

12 BEST STATES FOR WORKERS: 2023

  Economic Trends

November 17, 2023

NEW RETIREMENT BILL LOWERS PLAN PARTICIPATION AGE TO 18

  Legislation

November 16, 2023

VARIABLE ANNUITIES ATTRACT PREMIUM DEPOSITS IN YEAR 2: STUDY

  Variable Annuities

November 16, 2023

KITCES: MAKING RETIREMENT PORTFOLIOS LAST BY MANAGING A KEY RISK

  Income Planning

November 16, 2023

LPL TO DISTRIBUTE PROSPERITY LIFE INDEXED ANNUITY

  Fixed Annuities

November 16, 2023

UNITEDHEALTH FACES SUIT OVER AI-BASED MEDICARE ADVANTAGE CLAIM DENIALS

  Medicare Planning

November 16, 2023

DONOR-ADVISED FUND GRANTS INCREASED BY 9% IN 2022

  Charitable Giving

November 16, 2023

JAMIE HOPKINS: WHY YOUR CLIENTS ARE STRESSED, AND WHAT TO DO ABOUT IT

  Saving for Retirement

November 16, 2023

DOL FIDUCIARY RULE MAY REQUIRE ALL ROLLOVER OPTIONS’ FEE INFO

  Fixed Annuities

Load More Stories
November 16, 2023

MORGAN STANLEY TO PAY 6 STATES $6.5M OVER CLIENT DATA SECURITY

  State Regulation

November 16, 2023

A MEDICARE PART D PREMIUM WARNING FOR FINANCIAL PLANNERS

  Medicare Planning

November 16, 2023

MUNGER DEFENDS BUFFETT AFTER PERSONAL-TRADING QUESTIONS

  Investment VIPs

November 16, 2023

LABOR'S RETIREMENT UNIT NEEDS MORE FUNDS TO IMPLEMENT SECURE ACTS: GAO

  DOL

November 16, 2023

NEW YORK LIFE BOOSTS DIVIDEND FOR 2024

  Permanent Life Insurance

November 16, 2023

12 WORST STATES FOR OBESITY: 2023

  Health Insurance

November 16, 2023

RAMASWAMY CALLS FOR GUTTING SEC, DEREGULATING CRYPTO

  Cryptocurrencies

November 16, 2023

7 'IRRATIONAL' REASONS PEOPLE AVOID ANNUITIES: STUDY

  Annuities

November 16, 2023

WHY ARE SO MANY AMERICAN MEN DYING?

  Life Insurance

November 15, 2023

NEW TAX CREDIT BOOSTS APPEAL OF USED ELECTRIC CARS

  IRS Updates

Load More Stories
November 15, 2023

TALES FROM THE TRENCHES: 9 FUNNY STORIES I COULDN'T MAKE UP

  Prospecting

November 15, 2023

EX-BROKER FACING CHILD PORN CHARGES LOSES $1.44M ARBITRATION WITH MORGAN STANLEY

  Litigation

November 15, 2023

THESE 4 TRAITS PREDICT BETTER RETIREMENT OUTCOMES: GOLDMAN

  Saving for Retirement

November 15, 2023

SHIRL PENNEY EYES INDEPENDENCE DAY FOR DYNASTY’S $100B MILESTONE

  RIAs

November 15, 2023

9 THINGS YOUR CLIENTS SHOULD KNOW ABOUT RETIREMENT PORTFOLIOS: VANGUARD

  Income Investing

November 15, 2023

FLORIDA EXECUTIVE TO LEAD HEALTH INSURER'S GROUP

  Health Insurance

November 15, 2023

GMO LAUNCHES ITS FIRST ETF

  ETFs

November 15, 2023

DOL DENIES REQUEST TO EXTEND FIDUCIARY RULE COMMENT PERIOD

  DOL

November 15, 2023

7 WORRIES FOR ULTRA-WEALTHY INVESTORS IN 2024

  UHNW Client Advice

November 15, 2023

LPL ROLLS OUT HNW ‘PRIVATE WEALTH’ CHANNEL

  Broker Dealers

Load More Stories
November 15, 2023

HOUSE PASSES AMENDMENTS KILLING DOL FIDUCIARY RULE

  Legislation

November 15, 2023

THE LIFE SETTLEMENT INDUSTRY MUST HAVE SPEED AND TRANSPARENCY

  Life Settlements

November 14, 2023

ENVESTNET AND EMPOWER LAUNCH 401(K) PLANNING PLATFORM

  401(k) Plans

November 14, 2023

SEC REPORTS ITS SECOND-BIGGEST FINE TOTAL EVER FOR 2023

  SEC

November 14, 2023

ONLY 19% OF INVESTORS WORK WITH THEIR PARENTS' ADVISOR: CERULLI

  Prospect Clients

November 14, 2023

7 THINGS ANNUITY EXECUTIVES SAID ABOUT Q3

  Annuities

November 14, 2023

HEALTH AGENTS' ADVOCATE HOPES TO BOOST CONSUMERS' VOICE

  Health Insurance

November 14, 2023

FINRA MOVES TO ALLOW PERFORMANCE PROJECTIONS IN SOME BD MARKETING

  FINRA

November 14, 2023

STOCKS RALLY ON VIEW FED ‘ENDGAME’ IS NIGH

  Economy & Markets

November 14, 2023

HERE ARE SOME OF JOHN BUCKINGHAM'S FAVORITE STOCKS FOR 2024

  Stocks

Load More Stories
November 14, 2023

ADVISORS SELLING ANNUITIES, BEWARE: CFP STANDARDS AND NAIC ANNUITY SALES RULES
DIFFER

  Annuities

November 14, 2023

NITROGEN’S KLEIN TO STEP DOWN, NEW CEO NAMED

  Marketing Technology

November 14, 2023

NATIONWIDE UPDATES VARIABLE ANNUITY INCOME RIDERS

  Variable Annuities

November 14, 2023

15 MOST-SEARCHED FINANCIAL TOPICS

  Behavioral Finance

November 14, 2023

SCHWAB’S OCTOBER ASSET FLOWS PLUMMET

  Asset Managers

November 14, 2023

MODEL, STYLIST SUE ADVISORS OVER CASH-VALUE LIFE ADVICE

  Permanent Life Insurance

November 14, 2023

SOCIAL MEDIA POSTS INDICATE POSSIBLE E-TRADE GLITCH

  Investment Platforms

November 14, 2023

HOUSE TO VOTE ON BILL KILLING DOL'S NEW FIDUCIARY RULE

  Legislation

November 14, 2023

3 MARKETING MISTAKES TO SKIP

  Marketing and Lead Generation

November 14, 2023

5 TIPS FOR HELPING CLIENTS REACH THEIR YEAR-END FINANCIAL GOALS

  Prospecting

Load More Stories
November 13, 2023

MASSMUTUAL, PACLIFE AND STATE FARM FACE GENETIC PRIVACY SUITS

  Life Insurance

November 13, 2023

HELP CLIENTS PLAN FOR UNEXPECTED RISKS, AND OPPORTUNITIES, IN RETIREMENT

  Income Planning

November 13, 2023

3 REASONS WHY FINANCIAL ADVISING CAN BE VETERANS' SERVICE MISSION

  Building Your Business

November 13, 2023

HELPING BUSINESS OWNERS GET THE MOST OUT OF ESTATE PLANNING

  Estate Planning

November 13, 2023

SUPERNERDS UNITE AGAINST DAVE RAMSEY’S 8% SAFE WITHDRAWAL RATE GUIDANCE

  Income Planning

November 13, 2023

HOUSE SPEAKER’S PLAN TO AVERT SHUTDOWN FACES CRITICAL 24 HOURS

  Economy & Markets

November 13, 2023

DO YOUR CLIENTS SUFFER FROM INFECTIOUS DOOMSDAY SYNDROME?

  Economy & Markets

November 13, 2023

MARINER WEALTH ADDS $1.8B BOSTON WEALTH TEAM

  RIAs

November 13, 2023

JEREMY SIEGEL: POWELL’S ‘BALANCED’ APPROACH SUPPORTS STOCKS

  Economy & Markets

November 13, 2023

6 SCENARIOS WHEN ADVISORS MUST DELIVER BAD NEWS

  Client Retention

Load More Stories
November 13, 2023

GENWORTH MOVES AHEAD WITH LONG-TERM CARE REBOOT

  Long-Term Care Planning

November 13, 2023

11 MOST EXPENSIVE ZIP CODES: 2023

  Real Estate

November 13, 2023

FIDELITY LAUNCHES 6 NEW ACTIVE STOCK ETFS

  ETFs

November 13, 2023

‘PROTECTED’ VS. ‘GUARANTEED’: THE SAME … BUT DIFFERENT

  Fixed Income

November 13, 2023

'SAFE' RETIREMENT SPENDING RATE RISES IN 2023: MORNINGSTAR

  Income Planning

November 10, 2023

CARSON’S DETRICK REMAINS BULLISH INTO 2024: 3 REASONS WHY

  Economy & Markets

November 10, 2023

COLUMBIA THREADNEEDLE CUTS 14 PORTFOLIO MANAGERS

  Asset Managers

November 10, 2023

13 NEW TAX NUMBERS TO KNOW FOR 2024

  IRS Updates

November 10, 2023

S&P 500 TOPS 4,400 AS STOCK RALLY POWERS AHEAD

  Economy & Markets

November 10, 2023

THE 2 BIGGEST FIGHTS BREWING OVER DOL’S NEW FIDUCIARY RULE

  DOL

Load More Stories
November 10, 2023

STATE OF MAINE MOVEIT BREACH EXPOSES 1.3M PEOPLE'S DATA

  Running Your Business

November 10, 2023

WORLD’S BIGGEST BANK HAS TO TRADE VIA USB STICK AFTER HACK

  Cybersecurity

November 10, 2023

7 SURPRISING FACTS ABOUT THE EARNINGS OF WORKERS OVER 62

  Income Planning

November 10, 2023

HONORING ADVISORS WHO SERVE(D): VETERANS DAY, 2023

  Advisors

November 10, 2023

WEBULL FINED $500K FOR LACK OF COMPLIANCE TEAM

  Massachusetts

November 10, 2023

10 NEW TAX NUMBERS FOR 2024, FOR LIFE AND HEALTH PROS

  Life Insurance

November 10, 2023

SENATORS DEBATE TAX AVOIDANCE METHODS USED BY ULTRA-WEALTHY

  Legislation

November 10, 2023

BOFA ACCUSED OF AIDING ELDER FINANCIAL ABUSE

  Litigation

November 09, 2023

12 BEST CITIES FOR VETERANS: 2023

  Lifestyle Planning

November 09, 2023

SEC BARS EX-EDWARD JONES REP WHO DEFRAUDED CLIENTS OUT OF $800K

  Federal Regulation

Load More Stories
November 09, 2023

12 WAYS LONG-TERM CARE RISK EATS YOUR AUM

  Long-Term Care Planning

November 09, 2023

IRS ANNOUNCES TAX INFLATION ADJUSTMENTS FOR 2024

  IRS Updates

November 09, 2023

15 MOST LIVABLE MIDSIZE U.S. CITIES: AARP

  Retirement Lists

November 09, 2023

NEW BILL SETS UP 'FAST TRACK' FOR SOCIAL SECURITY CUTS, CRITICS SAY

  Social Security

November 09, 2023

MORGAN STANLEY WEALTH MANAGEMENT DRAWS FED SCRUTINY

  Wirehouse Firms

November 09, 2023

INSURERS BEGIN TO POST 2024 POLICY DIVIDEND FIGURES

  Permanent Life Insurance

November 09, 2023

JPMORGAN IS WORKING WITH REGULATORS ON GENERATIVE AI PROJECTS

  Artificial Intelligence

November 09, 2023

WIREHOUSE COMP PLANS FOR 2024: WHAT'S IN, WHAT'S OUT

  Wirehouse Firms

November 09, 2023

DEBATE: WILL AUTO-IRAS HURT THE RETIREMENT SAVINGS MARKET?

  Retirement Investing

November 09, 2023

NO ASSET MINIMUMS? NO PROBLEM, ONE ADVISOR SAYS

  Young Professionals

Load More Stories
November 08, 2023

PROPOSED DOL STANDARD WOULD GREATLY EXPAND FIDUCIARY REACH

  DOL

November 08, 2023

BAIRD TO PAY $519K OVER EXCESSIVE MUTUAL FUND SALES CHARGES

  Mutual Funds

November 08, 2023

LIKELY AND UNLIKELY PLACES AGENTS MINGLE WITH THE WEALTHY

  Marketing and Lead Generation

November 08, 2023

COMPARING CDS AND ANNUITIES

  Annuities

November 08, 2023

NEBRASKA FINES BRIGHT HEALTH $1M

  Health Insurance

November 08, 2023

HIGHTOWER ACQUIRES $2.5B RIA

  Dealmaking

November 08, 2023

GUNDLACH: RECESSION WILL CRUSH ‘MAGNIFICENT 7’ STOCKS IN 2024

  Stocks

November 08, 2023

20 POPULAR FUNDS THAT COULD SOCK CLIENTS WITH HEFTY TAX BILLS

  Mutual Funds

November 08, 2023

CD ISSUERS WILL KEEP STRUGGLING TO MATCH ANNUITY RATES: DAVID LAU

  Annuities

November 08, 2023

LEADERSHIP MEANS TAKING A HARD LOOK AT REAL PROBLEMS

  Building Your Business

Load More Stories






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