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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Why Understanding Your Client’s Past is Paramount

General conditioning plays a bigger role than you might think on their perceptions of life, work and money.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

How to Help Protect the Veterans Who Protected Us

The VA disability benefits system is tough enough to navigate, but veterans are also vulnerable to pitches for unneeded services and products.

Motivating Women Advisors to Stay

More women are entering the industry, but retaining them remains a challenge, says CAPTRUST’s Advisor of the Year.

Parents of ‘Boomerang’ Children Need Guidance

An adult child’s return to the parental home can be stressful for everyone, but an advisor can facilitate success and normalcy. (By Bryce Sanders)

Should 80-Year-Old LGBTQ+ Clients Wed?

Marriage can be a big benefit from a financial-planning perspective, and client couples need to hear why. (By Laura J. LaTourette)

Overcoming Common Struggles Facing Advisors

To unlock success, FA firms must put people — not processes — first, says this behavioral expert and industry veteran.

Financial Side of Divorce is Conference’s Focus

The Institute for Divorce Financial Analysts (IDFA) will hold its annual national conference for financial professionals in early May in Nashville.

Taking the Unconventional Path to Happy Aging

Author Lyn Slater reveals how she steered clear of stereotypes in “How to Be Old: Lessons in Living Boldly from the Accidental Icon.”

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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.