Thursday, September 23, 2021

Latest News

UCLA Experts Worry About Schools Spreading COVID-19

Public health officials should approach the COVID-19 vaccine-resistant ”with understanding and compassion,” said one doctor.

The Best and Worst States for Long-Term Care

A new long-term care study compared all 50 states and Washington, D.C., across 27 cost, access and quality measures.

Pro Bono Work Needed to Overcome Financial Illiteracy

Panelists at AdviceTech.live advocated pro bono efforts to lower the barriers to delivering financial advice.

Northwestern Mutual Gifts $1 Million for Financial Planning

Northwestern Mutual is gifting $1 million to the CFP Board Center for Financial Planning to help develop more financial planners.

Remote Work Affects State Residency

Remote work, way up during Covid-19, raises residency questions that could lead to higher taxes for your clients, says a PwC tax expert.

Pandemic Raises Boomer Doubts About Retirement

The Covid-19 pandemic has increased worries among working, middle-income baby boomers about whether they’ll ever be able to retire.

Advisors Warm Up to Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.

Latest News

UCLA Experts Worry About Schools Spreading COVID-19

Public health officials should approach the COVID-19 vaccine-resistant ”with understanding and compassion,” said one doctor.

The Best and Worst States for Long-Term Care

A new long-term care study compared all 50 states and Washington, D.C., across 27 cost, access and quality measures.

Pro Bono Work Needed to Overcome Financial Illiteracy

Panelists at AdviceTech.live advocated pro bono efforts to lower the barriers to delivering financial advice.

Northwestern Mutual Gifts $1 Million for Financial Planning

Northwestern Mutual is gifting $1 million to the CFP Board Center for Financial Planning to help develop more financial planners.