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A Deep Dive Into New Industrial Design Trends
News 1 week ago
A Deep Dive Into New Industrial Design Trends

The last decade has been a time of profound and consequential change in industrial construction. Trends like the integration and influence of new...

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5 Answers About John Hancock's New Diabetes Program
News 1 week ago
5 Answers About John Hancock's New Diabetes Program

John Hancock is offering a program that could help some people with diabetes save money on life insurance. The Boston-based Manulife Financial Corp...

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Napa Soda Springs is Available for the First Time in Decades
News 1 week ago
Napa Soda Springs is Available for the First Time in Decades

NAPA, CA-Napa Soda Springs, one of the largest continuous parcels in Napa Valley, is available for the first time in more than 40 years. GlobeSt...

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Kaiser Permanente CEO Dies at 60
News 1 week ago
Kaiser Permanente CEO Dies at 60

Bernard Tyson, 60, the chairman and chief executive officer of Kaiser Permanente, and the 2018 chairman of America's Health Insurance Plans (AHIP),...

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How to Take Seminars in a Different Direction
News 1 week ago
How to Take Seminars in a Different Direction

Are you having pipeline problems? Do you need some additional ideas to get prospects that aren't being used by every other insurance agent in town?...

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6 Value, Low-Volatility ETF Picks for Q4
News 1 week ago
6 Value, Low-Volatility ETF Picks for Q4

This is a good time to think about investing in exchange-traded funds. ETFs have been a popular choice for investors seeking a relatively low-cost...

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Medicare Part B Premium to Rise 6.7%
News 1 week ago
Medicare Part B Premium to Rise 6.7%

The Centers for Medicare and Medicaid Services (CMS) announced today that it will increase Medicare Part B premiums about 6.7% for most enrollees...

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SRI, ESG or Sustainable Investing? Confusion Over Names Limits Growth, Report Says
News 1 week ago
SRI, ESG or Sustainable Investing? Confusion Over Names Limits Growth, Report Says

The multitude of terms used to describe sustainable investing is keeping a lid on money flows into those investments. According to a report from...

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Avoiding Roth IRA Conversion Tax Traps
News 1 week ago
Avoiding Roth IRA Conversion Tax Traps

Converting traditional retirement funds to a Roth account prior to-or even during-retirement can provide clients with an extremely valuable source...

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Reps With $620M Exit Wells Fargo
News 1 week ago
Reps With $620M Exit Wells Fargo

Stifel Financial has recruited five advisors from Wells Fargo with a total of nearly $620 million in client assets. Four of the recruited reps have...

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Millennials' Declining Health Could Hurt the Economy: Moody's
News 1 week ago
Millennials' Declining Health Could Hurt the Economy: Moody's

As millennials reach their mid- to late 30s, they are seeing their health decline more rapidly than previous generations did at the same age. This...

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Honoring Advisors Who Serve(d): Veterans Day, 2019
News 1 week ago
Honoring Advisors Who Serve(d): Veterans Day, 2019

This is ThinkAdvisor's annual version of the Advisors Who Serve(d) compilation, and this year we highlight the stories, told in their own words, of...

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Wells Fargo's New CEO Makes First Big Hire
News 1 week ago
Wells Fargo's New CEO Makes First Big Hire

Wells Fargo has tapped William Daley, former White House chief of staff for President Barack Obama, former investment banker at JPMorgan Chase and...

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Investors Looked on the Bright Side in Q3: Wells Fargo
News 1 week ago
Investors Looked on the Bright Side in Q3: Wells Fargo

U. S. investor optimism perked up in the fourth quarter, according to the Wells Fargo/Gallup Investor Optimism Index, pushing the index score up to...

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Supreme Court to Consider SEC Disgorgement Limits
News 1 week ago
Supreme Court to Consider SEC Disgorgement Limits

On Nov. 1, the Supreme Court agreed to hear the appeal of Charles Liu and Xin Wang, against whom the Securities and Exchange Commission obtained a ...

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What Do You Think About the Fisher Controversy?
News 1 week ago
What Do You Think About the Fisher Controversy?

It's been a month since the Tiburon CEO Summit when the well-known advisor Ken Fisher described the process of winning clients as similar to ...

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Morgan Stanley Hit With $1.5M SEC Penalty Over Faulty Share Class Calculator
News 1 week ago
Morgan Stanley Hit With $1.5M SEC Penalty Over Faulty Share Class Calculator

Morgan Stanley agreed to pay $1.5 million to the Securities and Exchange Commission to settle charges that it misrepresented its share class...

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WeWork Will Likely Scale Back. The Question is Where?
News 1 week ago
WeWork Will Likely Scale Back. The Question is Where?

WeWork's network is vast. The company has more than 500 locations in 87 cities, across 23 countries. In the US, the firm controls 15.7% of...

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Opportunity Zones Under Fire in Congress
News 1 week ago
Opportunity Zones Under Fire in Congress

The Opportunity zone program created by the 2017 tax cut legislation is coming under fire from a growing number of lawmakers, including two who...

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Lawmakers' Constituents Like Medicare Advantage: Allyson Schwartz
News 1 week ago
Lawmakers' Constituents Like Medicare Advantage: Allyson Schwartz

Allyson Young Schwartz, the president of the Better Medicare Alliance, leads one of the major campaigns to defend the Medicare Advantage program....

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10 New Tax Number Changes for 2020, for Life and Health Agents
News 1 week ago
10 New Tax Number Changes for 2020, for Life and Health Agents

The Internal Revenue Service has published Revenue Procedure 2019-44, a new set of official numbers that will affect people's 2020 taxes. The IRS...

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Two Big Life and Annuity Distributors Combine
News 1 week ago
Two Big Life and Annuity Distributors Combine

LifeMark Partners is combining its operations with those of another large insurance marketing organization, Bramco Financial Resources, the...

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CNO Helps Fund HealthCare.com
News 1 week ago
CNO Helps Fund HealthCare.com

CNO Financial Group Inc. is part of an investor group that's providing $18 million in new cash for HealthCare Inc. HealthCare Inc. is the New York...

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Is the Critical Illness Insurance Marketplace Really at a Crossroads?
News 1 week ago
Is the Critical Illness Insurance Marketplace Really at a Crossroads?

Are insurers getting bored with critical illness (CI)? Based on Gen Re's 18th annual Critical Illness Market Survey, that's not what we're seeing....

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Secure Act Debate in Senate Derails Vote
News 1 week ago
Secure Act Debate in Senate Derails Vote

Debate over the Setting Every Community Up for Retirement Enhancement (Secure) Act hit a snag on the Senate floor on Thursday, ending without a...

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Develop Diverse Talent With an EQ: Schwab
News 1 week ago
Develop Diverse Talent With an EQ: Schwab

Looking for and developing talent is important for growing advisory firms. A Schwab Advisor Services study released Wednesday asked second- and...

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Former Schwab Exec Lands at Cetera
News 1 week ago
Former Schwab Exec Lands at Cetera

Andy Gill, formerly Charles Schwab's chief marketing officer, is now an executive at Cetera Financial Group. He will serve as its chief strategy...

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Michael Kitces to Advisors: Differentiate or You're Doomed
News 1 week ago
Michael Kitces to Advisors: Differentiate or You're Doomed

Although there continue to be many opportunities for advisors, the sector faces multiple challenges that include an ongoing crisis of...

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IRS Seeks to Adjust RMDs for Longer Lives
News 1 week ago
IRS Seeks to Adjust RMDs for Longer Lives

The Internal Revenue Service has released proposed regulations to update the life expectancy tables for required minimum distributions from...

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10 Worst States for Medicare Advantage Sticker Shock
News 1 week ago
10 Worst States for Medicare Advantage Sticker Shock

The Medicare annual enrollment period for 2020 is well under way, and one of the big questions on your clients' minds is, "What will that coverage...

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