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ThinkAdvisor

Social Security Funding


3 WAYS TO SAVE SOCIAL SECURITY AND MEDICARE

SPOTLIGHT

DOES REG BI MEAN THE DEATH OF BROKER-DEALERS?




ALTRUIST RAISES $112M TO TAKE ON SCHWAB, FIDELITY: TECH ROUNDUP  




BEST & WORST FIRMS FOR SELF-DIRECTED INVESTORS: J.D. POWER, 2023




JPMORGAN COMPLIANCE URGED BANK TO DROP EPSTEIN




8 ADVISOR PR LESSONS FROM THIS YEAR'S BANK MELTDOWN




8 FINANCIAL MANAGERS INDICTED IN $72M SCHEME



April 13, 2023

REP. GAETZ PUSHES FOR TALKS TO RAISE SOCIAL SECURITY AGE

Social Security Funding


April 13, 2023

CAPITAL GROUP TO LAUNCH 3 MORE ACTIVE ETFS

ETFs


April 13, 2023

12 TOP MEDICARE BILLS IN 2023, SO FAR

Medicare Planning

April 13, 2023

MEDICARE CHIEF IS CRAFTING DRUG-PRICE NEGOTIATIONS

Medicare Planning


SPOTLIGHT

DOES REG BI MEAN THE DEATH OF BROKER-DEALERS?




ALTRUIST RAISES $112M TO TAKE ON SCHWAB, FIDELITY: TECH ROUNDUP  




BEST & WORST FIRMS FOR SELF-DIRECTED INVESTORS: J.D. POWER, 2023




JPMORGAN COMPLIANCE URGED BANK TO DROP EPSTEIN




8 ADVISOR PR LESSONS FROM THIS YEAR'S BANK MELTDOWN




8 FINANCIAL MANAGERS INDICTED IN $72M SCHEME




TRENDING ON THINKADVISOR





WEBCASTS

View All


HOW TO DRIVE AND CLOSE MORE LEADS IN 2023




RECESSION PROOFING YOUR CLIENTS’ PORTFOLIOS




RECESSION PROOFING YOUR CLIENTS’ RETIREMENT PLANS





PORTFOLIO

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April 13, 2023

CAPITAL GROUP TO LAUNCH 3 MORE ACTIVE ETFS


April 13, 2023

20 CITIES WITH THE MOST ULTRA-WEALTHY RESIDENTS

   UHNW Client Services


JUST 2 WEEKS LEFT TO SECURE 6.9% I BOND INTEREST RATE

ARREST MADE IN MURDER OF CRYPTO STARTUP EXEC: REPORTS

10 DIVIDEND STOCKS TO NAB NOW: MORNINGSTAR

ALTRUIST RAISES $112M TO TAKE ON SCHWAB, FIDELITY: TECH ROUNDUP  

RETIREMENT PLANNING

View All
April 13, 2023

REP. GAETZ PUSHES FOR TALKS TO RAISE SOCIAL SECURITY AGE


April 13, 2023

12 TOP MEDICARE BILLS IN 2023, SO FAR

   Medicare Planning


MEDICARE CHIEF IS CRAFTING DRUG-PRICE NEGOTIATIONS

HEALTH INSURERS POST HIGH MEDIGAP ENROLLEE SATISFACTION FIGURES

FLORIDA MAN SOLD MEDICARE ENROLLEE ID NUMBERS FOR 12 CENTS EACH

FINANCIAL PROS OFTEN DOWNPLAY LIFE POLICY INVESTMENT FEATURES: SURVEY








RESOURCE CENTER

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From John Hancock Investment Management

Valuation, Fundamentals, Momentum: The Case for Mid-Cap Value Stocks

Download Now ›



From John Hancock Investment Management

Bond Fund Yields: What Investors Need to Know

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From Orion Advisor Tech

How to Build Your Ultimate Marketing Plan

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REGULATION & COMPLIANCE

View All
April 13, 2023

REP. GAETZ PUSHES FOR TALKS TO RAISE SOCIAL SECURITY AGE


April 13, 2023

12 TOP MEDICARE BILLS IN 2023, SO FAR

   Medicare Planning


MEDICARE CHIEF IS CRAFTING DRUG-PRICE NEGOTIATIONS

ADVISOR HUNTED BY FBI INDICTED OVER $10M FRAUD SCHEME

DOES REG BI MEAN THE DEATH OF BROKER-DEALERS?

FLORIDA MAN SOLD MEDICARE ENROLLEE ID NUMBERS FOR 12 CENTS EACH





PODCASTS

View All

WHY CULTURAL COMPETENCIES MATTER: LUMINARIES PODCAST

HOW RIAS CAN WOW YOUNG TALENT: LUMINARIES PODCAST

CETERA SHOWS HOW ADVISORS CAN LEAVE A CHARITABLE FOOTPRINT (SPONSORED)

HOW FIDELITY’S DENISE CHISHOLM GAINS MARKET INSIGHTS WITH HISTORIC DATA
(SPONSORED)

WHY CULTURAL COMPETENCIES MATTER: LUMINARIES PODCAST

HOW RIAS CAN WOW YOUNG TALENT: LUMINARIES PODCAST

1/2


MAGAZINE

Archive


Current Issue

APRIL / MAY 2023

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THE LATEST


April 13, 2023

3 WAYS TO SAVE SOCIAL SECURITY AND MEDICARE

  Social Security Funding

April 13, 2023

ADVISOR HUNTED BY FBI INDICTED OVER $10M FRAUD SCHEME

  Federal Regulation

April 13, 2023

JUST 2 WEEKS LEFT TO SECURE 6.9% I BOND INTEREST RATE

  Fixed Income

April 13, 2023

ARREST MADE IN MURDER OF CRYPTO STARTUP EXEC: REPORTS

  Cryptocurrencies

April 13, 2023

DOES REG BI MEAN THE DEATH OF BROKER-DEALERS?

  SEC

April 13, 2023

HEALTH INSURERS POST HIGH MEDIGAP ENROLLEE SATISFACTION FIGURES

  Medicare Planning

April 13, 2023

10 DIVIDEND STOCKS TO NAB NOW: MORNINGSTAR

  Stocks

April 13, 2023

MCKINSEY SEES 45% DROP IN INSURTECH ACA EXCHANGE PARTICIPATION

  Health Insurance

April 13, 2023

FLORIDA MAN SOLD MEDICARE ENROLLEE ID NUMBERS FOR 12 CENTS EACH

  Medicare Planning

April 13, 2023

FINANCIAL PROS OFTEN DOWNPLAY LIFE POLICY INVESTMENT FEATURES: SURVEY

  Permanent Life Insurance

Load More Stories
April 13, 2023

PHISHING SCAMS ON THE RISE: FINRA

  Cybersecurity

April 13, 2023

ALTRUIST RAISES $112M TO TAKE ON SCHWAB, FIDELITY: TECH ROUNDUP  

  Investment Platforms

April 13, 2023

BEST & WORST FIRMS FOR SELF-DIRECTED INVESTORS: J.D. POWER, 2023

  Asset Managers

April 13, 2023

JPMORGAN COMPLIANCE URGED BANK TO DROP EPSTEIN

  Litigation

April 13, 2023

8 ADVISOR PR LESSONS FROM THIS YEAR'S BANK MELTDOWN

  Marketing and Communications

April 12, 2023

HOUSE PANEL TO HOLD HEARING ON DOL INDIE CONTRACTOR RULE

  Federal Regulation

April 12, 2023

8 FINANCIAL MANAGERS INDICTED IN $72M SCHEME

  Litigation

April 12, 2023

WHAT TO DO WHEN GENERATIONS CLASH OVER PHILANTHROPY

  Charitable Giving

April 12, 2023

DON'T FORGET THESE LAST-MINUTE TAX TIPS: ADVISORS' ADVICE

  Tax Planning

April 12, 2023

BUFFETT SAYS MORE BANK FAILURES LIKELY

  Economy & Markets

Load More Stories
April 12, 2023

FRESH INFLATION DATA SUGGESTS 2024 SOCIAL SECURITY COLA COULD FALL WELL BELOW 3%

  Social Security

April 12, 2023

WHICH INDUSTRIES OFFER THE BEST 401(K)S? YOU MAY BE SURPRISED.

  401(k) Plans

April 12, 2023

MOST ADVISORS EXPECT STOCK BULL MARKET IN 2023: SURVEY

  Economic Trends

April 12, 2023

HISTORIC STAFFING SHORTFALL SQUEEZES SOCIAL SECURITY ADMINISTRATION

  Social Security Funding

April 11, 2023

REGULATORS FEAR SOME ALL-INCLUSIVE MEDICARE PLANS SKIMP ON SPECIALTY CARE

  Long-Term Care Planning

April 11, 2023

DON’T PUNISH 60 MILLION MEDICARE BENEFICIARIES BECAUSE OF JOE NAMATH

  Medicare Planning

April 11, 2023

RBC PICKS UP $1B FIRST REPUBLIC TEAM

  Mergers and Acquisitions

April 11, 2023

SHOULD YOUR RIA ADD A CUSTODIAN?

  Building Your Business

April 11, 2023

THESE PERSONALITY TRAITS COULD AFFECT HOW YOUR CLIENTS INVEST

  Behavioral Finance

April 11, 2023

BIG CPA GROUP CALLS ON IRS TO EASE S-CORP STOCK REPORTING ISSUES

  IRS Updates

Load More Stories
April 11, 2023

33 STOCKS THAT ARE CHEAP NOW: MORNINGSTAR

  Stocks

April 11, 2023

13 PHRASES THAT LEAD TO 'AHA' MOMENTS

  Prospect Clients

April 11, 2023

HOW MANY CFP EXAM TAKERS PASSED THE LATEST TEST?

  Advisors

April 11, 2023

HOW TO GET YOUR ASSISTANT TO ASSIST

  Running Your Business

April 10, 2023

6 SOCIAL MEDIA DO’S AND DON’TS FOR FINANCIAL PROS

  Social Media

April 10, 2023

10 STATE-LEVEL ANNUITY BILLS TO TRACK NOW

  Annuities

April 10, 2023

12 QUESTIONS CLIENTS WILL ASK ABOUT THEIR SOCIAL SECURITY BENEFITS

  Social Security Funding

April 10, 2023

FIRM FOUNDER SENTENCED TO 15 YEARS IN PRISON FOR FRAUD

  Litigation

April 10, 2023

FORMER HEAD OF FIDELITY BILLIONAIRES’ FAMILY OFFICE LEAVES FIRM

  Asset Managers

April 10, 2023

RESEARCH POINTS TO A BETTER WAY TO MARKET ANNUITIES

  Annuity Investing

Load More Stories
April 10, 2023

ANXIETY ABOUNDS AS AMERICANS CONTEMPLATE SOCIAL SECURITY, MARKET RISKS

  Social Security

April 10, 2023

STATE REGULATORS DEFEND MEDICARE SUPPLEMENT SELLERS AGAINST SEN. WARREN

  Medicare Planning

April 10, 2023

CONFESSIONS OF AN INDEXED ANNUITY PURIST

  Annuity Investing

April 10, 2023

HOW TO MAKE YOUR FEES PART OF CLIENTS' TAX STRATEGY

  Compensation and Fees

April 10, 2023

FINRA'S NEW RESEARCH ANALYST EXAM STARTS MAY 15

  FINRA

April 10, 2023

BOB DOLL: STOCKS LIKELY TO BREACH OCTOBER LOW

  Economy & Markets

April 07, 2023

8 ‘NERDY’ S CORP FACTS TO IMPRESS YOUR SMALL-BUSINESS OWNER CLIENTS

  Tax Planning

April 07, 2023

WHY THIS COULD BE A GOOD YEAR FOR STOCKS: CARSON'S DETRICK

  Stocks

April 07, 2023

ADVISOR GROUP SAYS IT'S CONSIDERING NEW NAME

  Broker Dealers

April 07, 2023

TOP 15 CITIES WHERE GEN Z IS MOVING: 2023

  Lifestyle Planning

Load More Stories
April 07, 2023

SOCIAL SECURITY HAS A LONGEVITY PROBLEM

  Saving for Retirement

April 07, 2023

SCHWAB REVEALS $53B IN NEW CLIENT ASSETS FOR MARCH, SEEKS TO CALM INVESTORS

  Clearing and Custodial Firms

April 07, 2023

10 STATE-LEVEL LONG-TERM CARE BILLS TO TRACK NOW

  Long-Term Care Planning

April 06, 2023

8 ‘MUST-KNOW’ FACTS ABOUT THE SOCIAL SECURITY TRUSTEES REPORT

  Social Security Funding

April 06, 2023

EX-ANALYST SUES VANGUARD FOR BIAS

  Litigation

April 06, 2023

NEW FINAL MEDICARE MARKETING RULES CURB EVENT-BASED MARKETING

  Marketing and Lead Generation

April 06, 2023

DEBATE: IS THE ACA PREVENTIVE CARE MANDATE UNCONSTITUTIONAL?

  Life Insurance

April 06, 2023

9 WAYS TO HELP CLIENTS REDUCE TAXES ON SOCIAL SECURITY

  Tax Planning

April 06, 2023

HOW BIDEN’S VETO OF ANTI-ESG BILL COULD AFFECT YOUR CLIENTS’ RETIREMENT

  ESG

April 06, 2023

FINRA TIGHTENS WORK-FROM-HOME RULE PLAN FOR BROKERS

  FINRA

Load More Stories
April 06, 2023

GMO'S GRANTHAM: S&P 500 COULD CRASH TO 2,000

  Economy & Markets

April 06, 2023

SALT TAX BREAK GETS FRESH PUSH FROM REPUBLICANS

  Tax Planning

April 06, 2023

17 WORST-PAYING COLLEGE MAJORS: 2023

  Economic Trends

April 06, 2023

ROBINHOOD HIT WITH $10M FINE OVER PLATFORM OUTAGES

  Investment Platforms

April 06, 2023

STRONG UNIVERSAL LIFE INTEREST PUSHES UP MIB APPLICATION ACTIVITY

  Term Insurance

April 06, 2023

REG D CHANGES ARE A BAD IDEA: SEC ROUNDUP

  SEC

April 06, 2023

MORGAN STANLEY’S 1GT INVESTS IN AI-FOCUSED ANALYTICS STARTUP: TECH ROUNDUP

  Artificial Intelligence

April 06, 2023

GOLDMAN FINED $3M FOR MARKING 60M SHORT SALES AS LONG

  Federal Regulation

April 05, 2023

ACTIVE FUND MANAGERS OFF TO LOUSY START THIS YEAR

  Mutual Funds

April 05, 2023

FORMER GOLDMAN SACHS EXECS LAUNCH RIA AGGREGATOR

  RIAs

Load More Stories
April 05, 2023

CRYPTO STARTUP EXEC KILLED IN SAN FRANCISCO

  Cryptocurrencies

April 05, 2023

WHY IT’S TIME TO DROP THE ‘SET IT & FORGET IT’ 4% RULE

  Spending in Retirement

April 05, 2023

15 WORST-PERFORMING STOCKS IN Q1, 2023: MORNINGSTAR

  Stocks

April 05, 2023

COULD NON-COMPETE AGREEMENTS BE FINISHED?

  Federal Regulation

April 05, 2023

EX-BROKER GETS 4-YEAR PRISON SENTENCE FOR $2.5M TAX EVASION

  Litigation

April 05, 2023

NEW YORK LIFE ADDS FIXED ANNUITY WITH LIFETIME WITHDRAWAL GUARANTEE

  Fixed Annuities

April 05, 2023

THE 10 TOP MONEY MARKET FUNDS: Q1, 2023

  Fixed Income

April 05, 2023

3 STATES MAKE FIRST MOVE AGAINST PROMOS FOR AI INVESTMENTS

  State Regulation

April 05, 2023

HOW UBS BOUGHT CREDIT SUISSE FOR A SONG — WITH MORGAN STANLEY'S HELP

  Mergers and Acquisitions

April 04, 2023

CFP BOARD ROLLS OUT SCHOLARSHIP TO SUPPORT NEXT-GEN WOMEN

  Diversity and Inclusion

Load More Stories
April 04, 2023

LIFE AND ANNUITY ISSUERS SHOW THEIR INTEREST RATE PAIN

  Annuities

April 04, 2023

ACCELERATED UNDERWRITING CALLS FOR RECONSIDERATION OF MANUALS

  Life Insurance

April 04, 2023

TOP 10 DIVIDEND-YIELDING STOCKS: MORNINGSTAR

  Stocks

April 04, 2023

LIFE SETTLEMENT TAXES AND 1099S

  Life Settlements

April 04, 2023

HERE'S HOW MUCH MONEY AMERICANS THINK THEY NEED TO RETIRE COMFORTABLY

  Saving for Retirement

April 04, 2023

NEXT HEARING SET FOR EX-BROKER CHARGED WITH MURDER OF BOFA-MERRILL EXEC

  Litigation

April 04, 2023

BENEFIT ADVISORS NETWORK TO SEPARATE FROM ALERA GROUP

  Selling

April 04, 2023

DOUBLELINE LAUNCHING 2 ETFS; DIREXION CLOSING 8

  ETFs

April 04, 2023

NEW BILL REVIVES GOP PUSH TO REPEAL ESTATE TAX

  Legislation

April 04, 2023

ROCKEFELLER CAPITAL GETS $622M FOR SELLING 21% STAKE

  UHNW Client Services

Load More Stories
April 04, 2023

SENATE BILL COULD HELP PROTECT CLIENTS FROM BAD GUARDIANS

  Long-Term Care Planning

April 04, 2023

MY WACKY IDEA TO SAVE SOCIAL SECURITY

  Social Security Funding

April 04, 2023

BEST FULL-SERVICE WEALTH MANAGEMENT FIRMS RANKED BY INVESTORS — J.D. POWER, 2023

  Broker Dealers

April 03, 2023

MERRILL TO PAY $9.5M OVER UNDISCLOSED FEES

  SEC

April 03, 2023

ADVISORS ARE LEAVING A SHOCKING GAP: HOWARD SHARFMAN

  Health Insurance

April 03, 2023

NATIONWIDE GETS CLOSER TO FIDELITY — AND INVESCO

  Variable Annuities

April 03, 2023

LOTS OF ONCE-TRENDY ETFS ARE CLOSING

  ETFs

April 03, 2023

IS SIEG’S DEPARTURE ‘BEGINNING OF THE END’ FOR MERRILL’S THUNDERING HERD?

  Wirehouse Firms

April 03, 2023

12 STATES WITH THE HIGHEST TAXES IN AMERICA: 2023

  Tax Planning

April 03, 2023

7 NEW SOCIAL SECURITY BILLS IN CONGRESS NOW

  Social Security Funding

Load More Stories






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