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Labour ‘death tax’ warning as Reeves lines up inheritance tax raid on pensions
Daily Express· 2 days agoIt can be passed on free of inheritance tax and Labour Party advisers do not like it. The ability to...
Life and Annuity Issuers Feast on Commercial Real Estate | ThinkAdvisor
ThinkAdvisor· 5 days agoFew banks, REITs or CMBS managers are in a mood to invest much, and the regional banks that have...
Daywatch: City demands thousands of Chicago officers pay off pension error
Chicago Tribune via Yahoo News· 4 hours agoGood morning, Chicago. Thousands of Chicago police officers received an unwelcome letter from their pension fund this week: thanks to a payroll error spurred by officers’ latest contract, approximately ...
AT&T Fights Pension Risk Transfer Suits Over Athene Annuities
Bloomberg Law· 5 days agodecision to drop thousands of workers from its pension plan in favor of annuities from a controversial insurer is legally permissible and hasn’t caused harm that can be challenged in court, ...
Target-Date Funds and Annuities...It's Complicated
Morningstar· 5 days agoAs the number of Americans nearing retirement continues to increase, the importance of ensuring a stable income and safeguarding against longevity risk is crucial. To address this challenge, ...
Lincoln National (LNC) Stock Up 47.7% in a Year: Here's Why
Zacks via Yahoo Finance· 7 days agoWith a market capitalization of $5.7 billion,the average volume of shares traded in the last three...
Vetting of QDIAs Is Crucial as Options Proliferate | PLANADVISER
PLANADVISER· 1 day agoThe qualified default investment alternative that a plan fiduciary chooses can shape participant outcomes for decades. As if that is not important enough, all the relatively new, compelling ...
Cetera Hires Fidelity Exec as Head of Advanced Wealth
WealthManagement.com· 23 hours agoFormer Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s...
Wealth Management Update June 2024
The National Law Review· 7 days agoSenators Ron Wyden (D, Oregon) and Angus King (I, Maine) introduce the Getting Rid of Abusive Trusts Act, which proposes several substantial changes to...
Only jackpot-winning Powerball ticket in $223M draw sold in South Jersey. Check your numbers
NBC Philadelphia· 3 hours agoNew Jerseyans, check your Powerball ticket because you might be waking up Tuesday a new mega millionaire. The only ticket in the $222.6 million Monday, June 10, 2024, Powerball draw that matched ...
