Advisor News Articles - Page 17 of 27 - Insurance News | InsuranceNewsNet

Advisor News

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Top Stories
Topics
    • Life Insurance News
    • Annuity News
    • Health/Employee Benefits
    • Property and Casualty
    • Advisor News
    • Washington Wire
    • Regulation News
    • Sponsored Articles
    • Monthly Focus
  • INN Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
Sign in or register to be an INNsider.
  • Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
  • Insider Pro
  • About
  • Advertise
  • Editorial Staff
  • Contact
  • Newsletters

Get Social

  • Facebook
  • Twitter
  • LinkedIn

Advisor News

RSS

News, trends and helpful peer advice for financial advisors.

More Stories

December 5, 2022

Big ideas that could generate lifetime retirement income

A panel of financial industry leaders looked at simple ways that retirement plans could generate lifetime paychecks for workers.

BlackRock gets a much-needed face slap

December 5, 2022

The woke firm run by woke CEO Larry Fink is finally facing some much-needed fire. That makes Fink the guy who holds the fate of $10 trillion worth of investments in his hand— and the guy the governments of the world, including in America, as well as the financiers and bankers of the world, including the Federal Reserve, go to for just about all money-making decisions.

Can you guarantee your nest egg can last your lifetime?

December 5, 2022

All but the wealthiest retirees or those with minimal spending needs require a strategy that will increase the likelihood of their nest egg outliving them. In general, every retiree wants a comfortable lifestyle and no worries about running out of money. Recent indications from the Federal Reserve suggest interest rates that are now in the 3-4% range will…

Strategies to consider for creating 'generational wealth'

December 5, 2022

In a recent survey from Ameriprise Financial, more than three out of four Americans said they have taken at least one step to build generational wealth, but what exactly constitutes "generational wealth"— and how can you achieve it? The most common answer, according to survey respondents, is wealth in excess of $500,000 that's passed down to loved ones.

December 5, 2022
Retirement saving is a big crisis in the U.S., experts say
An EBRI panel endorsed mandatory enrollment in retirement plans

EBRI panelist: Retirement plan mandate needed now to solve crisis

The solution to America’s retirement savings crisis is an obvious as mandating all employers provide a retirement plan, said Ed Murphy, president and CEO of Empower Retirement.

December 2, 2022
Retirement leakage an issue.

Is limiting choice the key to stop retirement leakage?

A panel at Employee Benefit Research Institute’s Retirement Summit discuss how to plug retirement fund leaks – and how far to go with solutions.

Feds charge Wisconsin real estate investor with bank fraud, seize $35 million

December 2, 2022

Nov. 30— ROCHESTER— A Wisconsin real estate investor, who often buys and sells multi-million dollar properties in the Rochester area, is facing three federal charges of bank fraud. On Nov. 17, Matthew Thomas Onofrio, 31, was indicted by a grand jury and charged by the U.S. Attorney's Office with three counts of bank fraud involving Minnesota properties in St. Cloud,…

Ask the Financial Doctor: Can I change my Social Security number after identity theft?

December 2, 2022

A: For 2023, the annual gift-tax exclusion will increase from $16,000 to $17,000. The lifetime estate exclusion will be $12.12 million for individuals and $24.24 million for couples. A: The standard deduction for 2022 is $12,950 and $25,900.

Good news: Personal loan interest rates edge down for 5-year fixed-rate loans

December 1, 2022

Our goal here at Credible Operations, Inc., NMLS Number 1681276, referred to as "Credible" below, is to give you the tools and confidence you need to improve your finances. Although we do promote products from our partner lenders, all opinions are our own. For borrowers with credit scores of 720 or higher who used the Credible marketplace to select a lender between…

Opinion: Biden administration approves rule that funnels workers' retirement funds into left-wing causes

December 1, 2022

The Labor Department approved the rule last week, just two days before the Thanksgiving break. Labor Department officials said the Trump administration rules“ unnecessarily restrained” fiduciaries’ ability to weigh ESG factors when choosing 401 investments. “A final rule is necessary to reverse the rule’ s chilling effect on the integration of ESG factors…

Does inflation disproportionately hurt the poor?

December 1, 2022

The central economic debate in the United States right now is how aggressive the Federal Reserve should be in its effort to reduce inflation. Few economists are arguing against the need for higher interest rates to reduce demand, but there are tradeoffs, at least in the near term. Also, there's a question of where to stop: Even some economists who have been…

BrieflyTreasury’s Yellen calls for more regulation of cryptocurrenc[…]

December 1, 2022

The Treasury secretary praised banking regulators for having been careful when it came to cryptocurrencies. U.S. job openings dropped in October but remained high, a sign that businesses became slightly less desperate for workers as the Federal Reserve ramps up interest rates in an effort to cool the economy. Employers posted 10.3 million job vacancies in…

Is now the right time for your business to buy real estate?

December 1, 2022

Amid predictions of an upcoming recession, the Federal Reserve increased the federal funds rate for the sixth time in 2022, citing inflation risks and global conflict. “There are still really amazing opportunities out there, but I think it really requires small-business owners to think about what their goals and their plans are,” says Alyssa Dangler, a…

Feds charge Wisconsin real estate investor with bank fraud, seize $35 million

December 1, 2022

On Nov. 17, Matthew Thomas Onofrio, 31, was indicted by a grand jury and charged by the U.S. Attorney's Office with three counts of bank fraud involving Minnesota properties in St. Cloud, Sauk Centre and Elk River. The bank that he is accused of defrauding is MidCountry Bank in Bloomington, Minn., whose deposits were insured by the Federal Deposit Insurance Corp….

December 1, 2022
LGBTQ workers less likely to be satisfied with their job, benefits and paid leave.

LGBTQ workers less likely to be satisfied with their job, benefits and paid leave

LGBTQ workers were less likely to be satisfied with their job, employee benefits package and paid leave, according to the 2022 Workplace Wellness Survey by EBRI and Greenwald Research. 

December 1, 2022

What millennials need to know about Social Security

Assuming a modest reduction in benefits is a prudent step to ensure retirement plans will meet future needs.

Some to see tax burden climb after 8.7% hike in '23 benefits

November 30, 2022

It seems like such good news- Social Security benefits are going up 8.7% next year, thanks to inflation. That's because tax rates on Social Security benefits are not changing with inflation. Taxing Social Security benefits began in 1984 as part of a sweeping reform of the system.

Florida couple accused of tricking elderly out of $243,000 in investment scheme

November 30, 2022

MARSHALL COUNTY, Ala.– A Florida couple has been arrested for financial exploitation of the elderly, as well as securities law violation. According to a release from Marshall County district attorney Clark E. Johnson, III, and Joesph Borg, director of the Alabama Securities Commission, two people have been arrested for exploiting an elderly Alabama couple in 2018.

IRS says tax refunds may be smaller this year

November 30, 2022

The IRS said taxpayers who take the standard deduction instead of itemizing their taxes will no longer be able to deduct their charitable contributions. For those claiming the Earned Income Tax Credit or the Additional Child Tax Credit, the IRS said it can not issue those returns until mid-February because the law requires it to hold the entire refund in an…

CT business owner who evaded taxes but bought a 52-foot cigarette boat gets prison, fine

November 30, 2022

However, an investigation revealed that“ although Jardine and D&A withheld employees’ federal income and FICA taxes over multiple tax periods between 2016 and 2019 and reported those withholdings to the IRS, they failed to pay over the withheld amounts, totaling approximately $868,000,” the statement said. Jardine told the IRS that the company could not pay, but…

Pagination

1 … 15 16 17 18 19 20

- Presented By -

Top Read Stories

  • Is your client emotionally ready for retirement?
  • Why MYGAs are enjoying a renaissance
  • As continuous enrollment provision ends, states begin Medicaid ‘unwinding’
  • Nationwide and Fidelity Investments establish distribution relationship
  • Insurance industry reps leery of NAIC big data, AI questions
More Top Read Stories >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • Advisor News
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus

Top Sections

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits News
  • Property and Casualty News
  • AdvisorNews
  • Washington Wire
  • Insurance Webinars

Our Company

  • About
  • Editorial Staff
  • Magazine
  • Write for INN
  • Advertise
  • Contact

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2023 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • AdvisorNews

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.