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FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity...
WJTV Jackson· 2 days agoToday, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs and fee-based & ...
How Do You Buy an Annuity?
GoBankingRates via AOL· 3 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Here’s the new standard your retirement planner must meet
Consumer Affairs· 21 hours agoIf you use a financial advisor to help you with your retirement savings, that advisor must now meet...
J.W. Cole Advisors Inc. Grows Position in MetLife, Inc. (NYSE:MET)
ETF DAILY NEWS· 5 hours agoThe fund owned 6,009 shares of the financial services provider’s stock after purchasing an...
Biden Administration Unveils New Rule to Protect Retirement Savers From Bad Advice
Barrons.com· 2 days agoToday, loopholes in existing regulations allow advisors and insurance brokers and agents to...
DOL Critics, Supporters Sound Off on Final Fiduciary Rule
WealthManagement.com· 16 hours agoOne securities attorney sought to assure those advisors working with retail investors that little...
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Highlights: Robust Revenue and ...
GuruFocus.com via Yahoo Finance· 4 hours agoInvestment Banking Revenue: $213 million, with strong advisory and underwriting revenue. Transactional Revenue: $5 million above expectations. Compensation Expense...recent ...
Biden Just Saved the 40-Hour Work Week
The New Republic via Yahoo News· 2 hours agoThe Labor Department finalized its regulation, proposed last October, that requires financial professionals, when advising customers on retirement...
How to Finalize an Estate After the Death of a Loved One
ETF Trends· 2 days agoIt’s a question I get asked all the time as an estate planning attorney. When a person dies, it...
Here's Why Extended Care Planning Remains Critical for Women | ThinkAdvisor
ThinkAdvisor· 5 days agoWorking women ages 40 and up often juggle career and family obligations in a way that virtually no...