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Highlights
Stop Blaming the Leads You Can’t Convert
The truth is, maybe they didn’t trust you enough to hire you. Here’s how to avoid that obstacle.
Amgen Plows Ahead With Costly, Highly Toxic Cancer Dosing Despite FDA Challenge
Cancer drug trials are structured to promote high doses, which then become routine patient care.
How to Make the Most of Longer Lives
A bestselling author discusses the personal grit and societal supports that are needed — topics covered in his latest book.
Help Clients Identify Their ‘Lifestyle Annuity’ First
Different annuities can be suited to your client’s lifestyle, but asking the right questions is key to finding the right investment. (By Dave Buck)
Don’t Sound Like a Solar-Panel Salesperson on LinkedIn
Here are three mistakes financial advisors should avoid if they wish to successfully connect with prospects over LinkedIn.
The Perils of the Fed’s Vast Bond Holdings
The Federal Reserve is trying to sway the economy through quantitative tightening, gradually reducing its mammoth balance sheet.
’Staggering Penalties’ Possible For Financial Firms Because of DOL Rules
There’s less leeway to hire independent contractors and the pay threshold for nonexempt employees is rising.
Budgeting for a Loved One’s Care
Here’s how advisors can help client families better manage the challenges that often accompany advanced age.
Higher Bond Yields Offers Client Touchpoint
The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance. (By Christopher Baccella)
Sign Here? Financial Agreements May Leave Doctors in the Driver’s Seat
Transgender man who dip into his retirement savings to pay for top surgery fight an unexpected bill despite receiving preauthorization.
Latest News
See all >>
Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.