Should I Advise a Client to Sell a Policy at a Loss?
What You Need to Know Some clients can afford to keep their life insurance. Some cannot. Life settlement specialists give their take on how to analyze the financial …
Insurance
Edward Jones Advisor Headcount Ticks Up
The number of Edward Jones advisors grew slightly in the first quarter, which ended March 31, from 18,772 on March 25, 2022, to 18,850, according to a 10-Q …
Raymond James Preps for DOL’s Independent Contractor Proposal
What You Need to Know Senior leaders at Raymond James say much is at stake with Labor’s proposed overhaul of its independent contractor rules. A final version of …
Adolescent Girls Say They Feel Hopeless. We Need to Listen to What They’re Telling Us.
Earlier this year, the Centers for Disease Control (CDC) rolled out a new report on the mental health of adolescent girls. The findings should have sparked an impassioned …
Lincoln Financial Makes $28B Life and Annuity Reinsurance Deal
Lincoln Financial Group today announced a $28 billion reinsurance deal with Fortitude Reinsurance. The Radnor, Pennsylvania-based life insurer said the deal include $12 billion in reserves related to …
Travelling With Diabetes – Advice From The Experts
Don’t let diabetes limit your freedom! Here are a few simple insights that will get your holiday headed in the right direction so you can travel the world …
Sanctuary Wealth Picks Up $1B Advisory Team From Merrill
What You Need to Know Burnham Harbor Private Wealth has joined Sanctuary Wealth. The team focuses on helping multi-generational families achieve and maintain their wealth and lifestyle goals. …
Finance Twitter Decides: Blue Check Mark or Not?
What You Need to Know Financial industry experts and companies have received criticism for opting for a blue check mark on Twitter. Some financial experts cite security concerns …
9 Questions Clients Are Asking About Bank Failures, Deposit Insurance
When an individual trusts a financial institution with their hard-earned savings, they generally assume the money will be there for them when they need it. But what happens …
Spring Escapes – The Best Places To Go On Holiday in May
Spring has sprung and it’s time to get away on a great escape! Whether you are looking for wildlife, beach life, nightlife, or a dash or arts and …