Advisor News Articles - Page 7 of 27 - Insurance News | InsuranceNewsNet

Advisor News

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
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

Jury finds Lexington investment advisor, guilty of charges related to fraud

February 7, 2023

The U.S. Attorney for the Eastern District of Kentucky, Carlton S. Shier IV, issued the following news release:. A Lexington investment advisor and attorney, Douglas Hawkins, of Richmond, Ky., was found guilty late Friday, by a federal jury sitting in Lexington, of investment advisor fraud, securities fraud, and two counts of mail fraud. Carlton S. Shier, IV, United States…

Chicago investment advisor indicted for allegedly swindling clients out of $683,000

February 7, 2023

The U.S. Attorney for the Northern District of Illinois, John R. Lausch Jr., issued the following news release on Feb. 6, 2023:. DAVID SHELDON WELLS, 32, of Chicago, was charged with three counts of wire fraud in an indictment returned Wednesday in U.S. District Court in Chicago. The indictment was announced by John R. Lausch, Jr., United States Attorney for the Northern…

Will the family maximum limit my Social Security benefits?

February 7, 2023

Dear Rusty: I have a question about the family maximum SS retirement benefit. As I understand it, if the breadwinner is drawing retirement benefits or is deceased, the family maximum is calculated from a formula that yields a figure between 150 percent and 188 percent of the breadwinner's primary insurance amount- his or her monthly benefit if claimed at full…

South Florida resort sold for $835M, biggest deal for a U.S. hotel since pandemic started

February 7, 2023

The Zurich- based Credit Suisse Group and the Honolulu- headquartered Trinity Investments, both investment firms, acquired the hotel at 3555 S. Ocean Dr. from Brookfield Asset Management, the same co-owner of the high-end outdoor shopping mall in the Miami Design District. The Diplomat closing is one of the largest in U.S. history, with the most recent being the…

February 7, 2023
Passage of the Secure Act 2.0 brings retirement crisis into focus.

Passage of the Secure Act 2.0 brings retirement crisis into focus

Recent statistics and surveys paint a scary picture of an aging American population that doesn’t understand the financial realities of retirement. The Secure 2.0 Act has helped shine a light on this issue.

Stocks hit summer highs as Fed sees progress on inflation

February 6, 2023

NEW YORK- Wall Street climbed Wednesday to its best level since the summer following the latest hike to interest rates by the Federal Reserve, which said it's finally seeing improvements in inflation. Much of Wall Street is hoping that cooling inflation since the summertime means the Fed may raise rates just a bit more, before taking a pause and then possibly…

What's ahead for investors in 2023

February 6, 2023

While the U.S. economy remains in growth territory this year, the odds are rising that it will stumble into a recession during 2023. Ongoing tightening by the Federal Reserve, slow growth abroad, the jump in energy prices caused by the Russian invasion of Ukraine, and the modest reversal of expansionary fiscal policy as the COVID recession recedes have combined…

Financial Focus: Smart moves for investors after a down 2022

February 6, 2023

Many investors were glad to see the end of 2022. But what's ahead this year? Several factors contributed to these results, including the moves by the Federal Reserve to aggressively hike interest rates to combat inflation, the Russia- Ukraine war, recession fears and increased concern over COVID-19 cases in China.

February 6, 2023
Study examines why consumers have confidence in making financial decisions.

Study examines why consumers have confidence in making financial decisions

A recent study found that having – or not having – prior knowledge is what influences consumers most when it comes to making a financial decision.

Fed slows rate hikes even as Powell says there's more work to do

February 3, 2023

Federal Reserve Chair Jerome Powell said policymakers expect to deliver a "couple" more interest-rate increases before putting their aggressive tightening campaign on hold, even as they slowed their drive to curb inflation. Powell and his colleagues lifted the Fed's target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75%.

Mortgage rates in U.S. fall again, hit 6.09%

February 3, 2023

Mortgage rates in U.S. fall again, hit 6.09%. The Federal Reserve on Wednesday announced a 25 basis-point hike to its benchmark interest rate, slowing the pace of its drive to tame inflation. The Fed controls short-term rates, but long-term rates, including 30- year mortgages,“ are a function of market expectations for the path of the economy,” said Mike Fratantoni,…

1 in 3 Americans struggling financially but goal-setting is a game-changer

February 2, 2023

Those who had specific financial goals last year were two to three times more likely to say various aspects of their personal finances improved.

Advisors bet on US stocks to outperform in 2023 amid tech rebound

February 2, 2023

Advisors think we are in the worst investment climate since 2008 but are betting on U.S. stocks to outperform this year amid a tech rebound, new research shows.

Investors want more ESG information from companies

February 2, 2023

More than 80% of U.S. investors say that companies need to more openly communicate the risks and opportunities that shape their standing as “responsible investments” – and 73% also say they are more likely to invest in a company that shares with investors its plans for effectively managing those factors.

Fed slows rate hikes even as Powell says there’s more work to do

February 2, 2023

Federal Reserve Chair Jerome Powell said policymakers expect to deliver a "couple" more interest-rate increases before putting their aggressive tightening campaign on hold, even as they slowed their drive to curb inflation. Powell and his colleagues lifted the Fed's target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75%.

12 ways SECURE 2.0 can benefit your clients

February 1, 2023

For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019– including many small fixes to make retirement saving easier. Despite having bipartisan agreement, the bill languished until Dec. 23, 2022, when it was folded into the 4,000- page, $1.7 trillion 2023 Consolidated…

Republicans, Joe Manchin set sights on tanking Biden's climate friendly 401(k) rules

February 1, 2023

Republicans in Congress are seeking to scuttle new rules from the Biden administration that allow retirement fund managers to consider climate change and other factors that conservative critics call "woke capitalism." House and Senate Republicans plan to file a Congressional Review Act resolution to force a vote on dismantling new Labor Department rules…

February 1, 2023
For agents and advisors, dispelling LTCI myths is crucial to building sales.

For agents and advisors, dispelling LTCI myths is crucial to building sales

As agents and advisors look for ways to increase long-term-care insurance (LTCI) sales, they are discovering that dispelling common myths about LTCI usually goes a long way in helping to make a connection and attract new buyers.

Several major changes with Social Security expected to come in 2023

February 1, 2023

There's a huge cost-of-living increase coming to Social Security recipients this year- the largest adjustment since 1981, thanks to pandemic-prompted inflation. Other dollar limits on Social Security payroll taxes, taxes on benefits, disability thresholds and qualifying for benefits also will be changing for 2023.. "Medicare premiums are going down and…

February 1, 2023

Conventional wisdom and a three-year plan

Why now is the time to help clients plan for higher taxes in the future

Pagination

1 … 5 6 7 8 9 … 20

- Presented By -

Top Read Stories

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