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News, trends and helpful peer advice for financial advisors.

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Founder of AI-driven hedge fund accused of multi-million dollar fraud

September 12, 2023

The founder and CEO of Tadrus Capital, LLC, Mina Tadrus, has been charged with wire fraud in what appears to be a disturbing trend of old crimes dressed in new technological clothing. Following his arrest, Tadrus made an appearance in federal court in the Middle District of Florida, securing his release on a $100,000 bond. According to U.S. Attorney for the Eastern…

September 11, 2023
Image of people in the background with the official seal of the California office of the insurance commissioner superimposed.

Insurance commissioner warns on false Calif. LTC plan information

California’s insurance commissioner puts long-term care insurers and agents on notice for spreading misleading marketing materials and emails.

Americans invested an average of $70K via robo-advisors last year

September 11, 2023

According to data presented by AltIdex.com, Americans invested an average of $70,000 via robo-advisors last year, five times more than Europeans and nine times more than Chinese.

Safe money investing for a winning retirement strategy

September 11, 2023

Retirement planning is not unlike a highstakes football game, where each decision you make leads you closer to, or further from, your end goal. Safe money investing is akin to those strategic plays that drive the team methodically down the field, prioritizing safety and consistency over flashy maneuvers. It focuses on protecting the principal while still…

September 7, 2023
Photo showing a collage of various types of people in different activities.

Use of lifestyle spending accounts increases among businesses

Flexible Lifestyle Spending Accounts , or LSAs, have experienced double-digit increases across companies of all sizes, a recent study found.

September 6, 2023
Image of Social Security cards and money, with numbers ranging from 64 to 68 superimposed.

Few will wait until 70 to receive maximum Social Security payments, study finds

Only 10% of non-retired Americans will wait until 70 to receive their maximum Social Security benefit payments, according to a recent survey.

Retire like a pro: Follow in Chiefs' footsteps to plan your personal 'Super Bowl'

September 1, 2023

After a long successful career, it may feel like you're prepping to defend your own Super Bowl title in retirement. If you're preparing for retirement, you can take some lessons from how the Kansas City Chiefs prepare for the 2023 season. This is just like the Chiefs preparing to win another Super Bowl.

September 1, 2023

The steadfast role of agents and advisors: A Labor Day story

In honor of Labor Day, here’s a story that illustrates the value and service insurance agents and financial advisors provide every single day.

September 1, 2023

Avoid costly mistakes when dividing retirement assets in divorce

Divorce already makes finances complicated. Here is how to avoid making them even more so.

Transamerica reaffirms commitment to small businesses

August 30, 2023

Transamerica aims to grow its retirement business, providing recordkeeping and investment services for U.S. defined contribution plans and advice to plan participants.

Analyst who called the rally says stocks can still go higher

August 30, 2023

Last year, inflation was high, and most were concerned that ongoing Federal Reserve rate hikes would spiral the U.S. economy into recession. The bullish backdrop caught many investors off guard, but Fundstrat's Tom Lee wasn't one of them. The Fed may be done raising rates.

More than $30 million in claims certified against estate of deceased Nebraska businessman

August 30, 2023

Nearly 10 months after Lincoln businessman Aaron Marshbanks was found dead under suspicious circumstances, some things are becoming clearer in what is perhaps the largest bank fraud case in state history. Another $22 million in claims, concerning other loans that were secured with rental properties, have been resolved by the sale or return of real estate—…

Conflict-free retirement advice: Mike Francis shows how it is done

August 29, 2023

“Conflict-free” retirement advice saves American workers money as they invest in their 401(k) plan, Mike Francis says.

Analyst who called the rally says stocks can still go higher

August 29, 2023

Last year, inflation was high, and most were concerned that ongoing Federal Reserve rate hikes would spiral the U.S. economy into recession. The bullish backdrop caught many investors off guard, but Fundstrat's Tom Lee wasn't one of them. The Fed may be done raising rates.

Millennial Money: How to manage caregiving costs for parents while raising kids

August 29, 2023

Nearly a quarter of millennials are caregivers for an adult, according to a 2020 AARP survey. And a 2020 report from insurance marketplace GoHealth found that 1 in 3 millennials are supporting their parents financially, and more than a quarter help manage their parents’ health care. That can take a toll: Eighty-two percent of millennials worry about having…

August 29, 2023
Image of older man leaving a building with a box of office supplies. Financial advisors say that 40% of their clients were forced to retire.

Financial advisors say that 40% of their clients were forced to retire

Financial advisors reported that 40% of their retiree clients were forced into retirement, according to a recent survey by Edward Jones.

August 29, 2023
Image shows the Titan logo and a headline
Titan Global Management will pay a $1 million fine to the SEC for marketing rule violations.

SEC fines fintech advisor $1M for misleading marketing under new rules

The Securities and Exchange Commission last week fined Titan Global Capital Management, a New York-based fintech advisor, for misleading marketing under a newly amended rule.

Wells Fargo settles with SEC for charging excessive advisory fees

August 28, 2023

The Securities and Exchange Commission today charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC for overcharging more than 10,900 investment advisory accounts more than $26.8 million in advisory fees. Wells Fargo agreed to pay a $35 million civil penalty to settle the SEC's charges. According to the SEC's order,…

Prevost: Preparing for retirement when you don't have kids

August 28, 2023

Many people build their retirement and estate plans around their children and grandchildren. Everything from where they live, to how they spend their time and money, to the legacy they want to leave behind is considered through the prism of their role as parents and grandparents. For those without kids and grandkids, a different formula may apply as these…

Singletary: My husband just retired. I'm scared to death of running out of money.

August 28, 2023

My husband and I are fortunate. We have enough for retirement. A $20 savings on a streaming service provided fleeting euphoria.

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