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Beyond The Alphabet Soup: What Advisors Need To Know About Medicare

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The national healthcare system for the aged is so complicated it can confuse even financial professionals.

Most Insurers Expect Private Credit To Outperform Other Assets, Goldman Says

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A company survey of insurance executives also found a significant decline in inflation worries.

Caprock Buys Boutique Advisory Grey Street Capital, In First Acquisition

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With $9 billion in assets, Idaho-based Caprock is now starting to expand through acquisitions.

DPL And Orion Announce Expanded Partnership

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Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.

Client Accuses Ameriprise Of Selling Him Almost $800,000 In 'Unsuitable' Annuities

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John R. Marshall said he was put in the products by a now deceased Ameriprise rep he trusted.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

Minorities Less Likely To Have An Estate Plan, Boston College Study Says

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The estate planning gap is a significant contributor to wealth disparity, researchers said.

Raymond James Misses Earnings Estimates Despite Record Revenue

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The company logged $1.85 per diluted share in adjusted net income amid weak capital markets business.

Tiger Management Is Unloading Private Assets. Should Investors Worry?

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Industry observers say it's too soon to panic over the investment giant's latest moves.

High Interest Rates Drive Fixed Annuity Sales Records

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Fixed-rate deferred annuities now make up 44% of the annuity market, according to LIMRA.

Dynasty Financial Partners Launches Its Own Investment Bank

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It will offer M&A recommendations to wealth management firms both inside and outside its network.

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says

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Forty percent of women who work with a financial professional feel very prepared for retirement.

Investors Worried More About Retirement Income Than Leaving Inheritance

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Only 5 percent of affluent investors were concerned about leaving an inheritance for their heirs, a TIAA-CREF survey finds.

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The association says Finra is too aligned with Wall Street interests to help Main Street investors.

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FINRA's Enforcement Chief Resigns

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The Financial Industry Regulatory Authority's head of enforcement, Susan Merrill, is leaving her job, according to published reports.

Hedge Funds Gain In 2Q

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The battered hedge fund industry staged a comeback in the second quarter, both in terms of performance and assets invested.

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