Ben Mattlin

[1]  1 2 3 4 5 6 7 8   [35]

Jackson National's Quarterly Earnings Disappoint Analyst Estimates

by

The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.

The Ins And Outs Of The '1035 Exchange'

by

This tax-saving tool an be a boon to some clients and a minefield for others.

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says

by

The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.

LPL Beats Earnings Estimates For Sixth Straight Quarter

by

LPL currently has 21,942 financial advisors, a net gain of 421 from the prior quarter.

Raymond James Misses Earnings Estimates Despite Record Revenue

by

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

Many Caregivers Are Unprepared For Retirement, Says New Survey

by

One quarter of those working as unpaid caregivers have $1,000 or less in savings, EBRI said.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

by

A company survey found inheritors are anxious about the money they're about to get.

Most Wealthy Investors Stick With First Advisor They Meet, Dynasty Says

by

Clients don't believe in kicking the tires when they shop for advisors, according to a survey by Dynasty Financial Partners.

Swapping Old Annuities For New Ones

by

Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

[1]  1 2 3 4 5 6 7 8   [35]