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News, trends and helpful peer advice for financial advisors.

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May 31, 2023

Mindy McCubbin: The four waves to a $100M practice

How did Mindy McCubbin grow her assets under management from $0 to $100 million in less than five years?

May 31, 2023

The keys to understanding the Delaware Fund Series

When it comes to investing, understanding the various investment vehicles available is crucial.

Americans face a new retirement reality, Allianz Life says

May 31, 2023

The dynamics of retirement planning have dramatically shifted as Americans navigate inflation, market volatility, financial crises, fears of bank failures and other challenges.

Long Island man gets 41 months in prison for massive Ponzi scheme

May 31, 2023

The U.S. Attorney for the Eastern District of New York, Breon Peace, issued the following news release on May 25, 2023:. At the federal courthouse in Central Islip, John Quadrino was sentenced by United States District Judge Joan M. Azrack to 41 months' imprisonment and over $3.3 million restitution for directing a Ponzi scheme utilizing Princess Cut Industries,…

Credit Suisse owes millions to Georgia's billionaire ex-prime minister, court says

May 30, 2023

—Credit Suisse owes former Georgian Prime Minister Bidzina Ivanishvili hundreds of millions of dollars for failing to protect the billionaire's money held in a trust pilfered by a manager, a Singapore court ruled Friday, the latest scandal for the Swiss bank whose yearslong problems forced its takeover by a rival. Ivanishvili in 2004 put more than $1.1…

May 25, 2023
Image of the Capitol in Washington, D.C., with dollar bills blowing all around the building. Study: insufficient retirement savings could add $1.3 trillion government burden.

Study: insufficient retirement savings could add $1.3 trillion government burden

The chronic problem of Americans insufficiently saving for retirement could cost state and federal governments trillions of dollars.

Your Financial Future: Take care in making retirement decisions

May 25, 2023

People who are considering retiring at the end of this year need to be doing a number of steps now to see if it is possible to do so and achieve the best outcome. All retirement planning starts with one thing and that is income planning. One of the first decisions many people make is deciding when to start receiving Social Security benefits.

May 25, 2023
An image of the Capitol building with a large red X overlapping. Debt ceiling ‘X-Date’ is coming. What should an investor do?

Debt ceiling ‘X-Day’ is coming. What should an investor do?

What should investors be doing to cushion whatever economic blow might come their way from a a debt ceiling government default?

Millennials and Gen Z believe economy hurts their ability to be financially independent adults

May 24, 2023

Nearly 70% of Generation Z and millennial consumers believe the current economic environment is hurting their ability to be financially independent adults and more than 1 in 4 don’t feel optimistic about their current financial situation, according to new research by Experian.

U.S. banking must stop the cycle

May 24, 2023

A recent series of bank failures in the United States has highlighted problems with regulation and supervision by the U.S. financial authorities. The U.S. Federal Reserve Board has released a report examining the March failure of Silicon Valley Bank, a regional bank in the state of California. The collapse of the U.S. banks was partly due to the Fed's interest…

Ex-Joliet financial advisor gets 2 years in prison in $800K fraud case

May 24, 2023

A former financial advisor for the Joliet branch of Edward Jones was sentenced to two years in prison and ordered to pay $710,308 to his former employer after he pleaded guilty to stealing about $800,000 from several clients. U.S. Judge Robert Gettleman sentenced Ronald Molo, 63, of Shorewood, on Tuesday after he pleaded guilty on Dec. 1 to one count of wire fraud.

Public sector pension plans to increase spending on stress testing

May 23, 2023

U.S. public sector pension plan managers believe the plans they support will spend more on scenario modeling and stress testing in the next two years to help manage the increased risk of market shocks according to new research from Ortec Finance.

Economists: Inflation will stay high this year, and so will Fed's key interest rate

May 23, 2023

WASHINGTON- The Federal Reserve will make only modest progress in its fight against inflation for the rest of this year, even while keeping its benchmark interest rate at a 16- year high, a group of business economists predicted in a survey released Monday. That is a quarter-point above the estimate from the NABE's February survey and is a sign that the…

Morgan Stanley promotes Erin Vertin; Ciaran Carr to Insight Investment

May 23, 2023

Morgan Stanley has appointed Erin Vertin as Head of Fraud Preventative& Detective Controls. Insight Investment, $830 bn global investment manager, has appointed Ciaran Carr as the inaugural Head of Client Solutions Group North America. At Insight North America, Carr will lead the newly created Client Solutions Group NA and joins from Legal& General…

Talking about DEI and doing it are not the same, NAIFA members told

May 22, 2023

Talking about diversity, equity and inclusion and doing it are not the same, a keynote speaker said at today’s National Association of Insurance and Financial Advisors DEI Symposium in Washington.

May 22, 2023
Note pad with "Get It Done!" sticky note, with "Secure Act 2.0" superimposed above it. SECURE 2.0 is passed but there's still some work to do.

SECURE 2.0 is passed but there’s still some work to do

SECURE 2.0 was signed into law on Dec. 29, 2022, but there is still some work to be done in interpreting more than 90 provisions of the bill.

Man charged in alleged $45M CoinDeal investment fraud involving over 10,000 victims

May 22, 2023

A Nevada man has been charged for his alleged participation in CoinDeal, an investment fraud scheme that defrauded more than 10,000 victims of over $45 million. Bryan Lee, 57, of Las Vegas, will make his initial appearance in federal court today in Las Vegas. The companies operated under the banner of "ViRSE," and included Free Vi Lab, Studio Vi Inc., ViDelivery Inc.,…

Rates have risen. Here are 5 stocks with little debt.

May 22, 2023

Note: This is last week's column, which inadvertently didn't run in last week's newspaper. Thanks to Jerome Powell and his crew at the Federal Reserve, interest rates are about 5 percentage points higher than they were a year ago. One of the leaders in Teradyne Inc., based in North Reading, Massachusetts.

Is your retirement income taking a HIT(S) with these bear markets?

May 22, 2023

One year ago— May 2022— we featured this article emphasizing HIT focusing on Health care, Inflation and Taxes. One year later we need to add "S." Is your retirement income taking a HITS?

Five myths about retirement that can lead your clients astray

May 22, 2023

Whether you are decades away from retirement or it's right around the corner, it's important to separate fact from fiction when it comes to planning for your post-work life. Here are five common— and often costly— myths that often mislead people about life in retirement. Keeping them in mind can help you avoid missteps and achieve your goals for a happy and…

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