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My mom is 92 and we invested $200K at a credit union. I told them we could tie it up for 1 year,...
Market Watch· 4 days agoAnswer: We’re sorry to hear you’re in this position — especially since seven years is certainly a...
Jackson Financial Inc. (NYSE:JXN) Q1 2024 Earnings Call Transcript
Insider Monkey via Yahoo Finance· 7 days agoJackson Financial Inc. (NYSE:JXN) Q1 2024 Earnings Call Transcript May 9, 2024 Jackson Financial...
Last Lap in SEC RILA Rulemaking: Critical Unresolved Issues | JD Supra
JD Supra· 3 days agoCongress directed the SEC to adopt a new registration statement for registered indexed annuities (RILAs) by the end of June. Several months ago, the SEC published its proposed registration statement ...
401(k) Alternatives: How To Save for Retirement Without a 401(k)
GoBankingRates via AOL· 7 days agoA company-sponsored 401(k) plan is just one option to save for retirement. If you work for a company...
Biden Borrowed At Least $50,000 Via Home Equity Loan, New Disclosure Reveals
Forbes· 2 days agoPresident Joe Biden borrowed at least $50,000 against a line of credit on his vacation home last...
The 20 Best Stocks to Buy: Morningstar | ThinkAdvisor
ThinkAdvisor· 2 days agoIn a new blog post, Morningstar investment specialist Susan Dziubinski celebrates the firm’s 40th...
Final Fiduciary Rule – Part 1: New Definition of Investment Advice Fiduciary | JD Supra
JD Supra· 2 days agoThe U.S. Department of Labor (DOL) released its final “investment advice rule” on April 23, 2024 — set to become effective in September — after several failed attempts, years of deliberations ...
People Moves: Front Street Re Appoints Fong as CEO
Insurance Journal· 1 day agoFront Street Re, an operating subsidiary of Lexasure Financial Group Limited headquartered in Georgetown, Cayman Islands, appointed Edison Fong as CEO.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Position Reduced by Dimensional Fund Advisors LP
ETF DAILY NEWS· 5 hours agoDimensional Fund Advisors LP lessened its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The institutional investor ...
Winton couple featured in national magazine - The Roanoke-Chowan News-Herald
Roanoke-Chowan News-Herald· 3 days agoWhen member Bessie Pierce thought about retiring, she planned for somewhere between ages 62 and 65 —...