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Unmarried Women No Longer Pay A Financial Penalty In Retirement

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Younger female boomers are doing better than their predecessors, but there's a catch.

Why Millennials Are Following Boomers To The South

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The pandemic aside, millennials now find themselves in a different phase of life.

Planning For Taxes With A Divided Congress

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Tax planning today revolves around the 2026 sunset provisions of the Tax Cuts and Jobs Act.

Variable Annuity Replacements In Finra's Crosshairs

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Finra exam results show firms often can't justify contract switches.

Trump Gave Loans To His Kids. Here's How Your Clients Can, Too

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Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.

FP Alpha Updates Roth Conversion Tool

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FP Alpha, a AI-driven advanced planning platform for financial advisors, has released a second-generation Roth conversion tool.

Can The Giant RIAs Keep Growing?

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The growth potential of the RIA business is about to be called.

Bitcoin Barrels Toward Historic January As Crypto Market Jumps By $280 Billion

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The rebound from last year's deep rout is part of a wider revival in risk appetite.

Old National Bank Launches HNW Client Division

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The division, called 1834, will serve clients with more than $5 million in assets.

Dynasty Financial Partners With Boulevard Insurance

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The addition will expand insurance services to ultra-high-net-worth clients, Dynasty said.

Advisors Need To Prepare For A 'Short' Recession This Year, Reports Say

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Advisors will have to closely monitor the market and give actionable insights to their clients, analysts said.

Genesis Says 'Bitcoin Jesus' Owes Millions From Unsettled Trades

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Roger Ver was known to some as "Bitcoin Jesus" because of his evangelistic role in the early days of crypto.

Advisor Charged With Sexual Exploitation Of Minor

by FA Staff

Gary Gross of Raleigh, N.C., was suspended by the CFP Board after he was arrested in November.

Gen Zers Want To Retire At 59, Northwestern Mutual Says

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A company survey also found that the younger generation is confident in their ability to retire.

Majority Of U.S. Adults 'Confident' About Financial Goals, N.Y. Life Says

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Respondents in a company survey also said inflation was their top concern.

Fees Play Minor Role In Annuity Buying Decisions, LIMRA Survey Says

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Only 2% of consumers said fees were an important factor when considering an annuity, LIMRA said.

Schwab, ABRY Acquire Minority Interests In Dynasty

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The investment come almost one year after Dynasty filed for an IPO, which got shelved by the 2022 bear market.

Advisor Duo With $500M AUM Join Lincoln Financial Network

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Scott LoPresti founded the financial advice practice, which Dean DiPierro joined in 2016.

Blackstone, Starwood Redemption Limits Roil Private REIT Market

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A performance gap between public and private REITs is spurring investors to sell, analysts said.

BofA Says Sell Equities Rally Before 2023 Unemployment Shock

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Stocks have rebounded in the past two months on bets that the Fed will be able to tame inflation in time to avoid a recession.

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