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Philanthropies Doubled Their Disaster-Related Funding in 2017
News 3 months ago
Philanthropies Doubled Their Disaster-Related Funding in 2017

Private foundations, public charities, corporate giving programs and individual donors contributed $45 billion for disaster relief and humanitarian...

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The Case Against Step Therapy
News 3 months ago
The Case Against Step Therapy

Step therapy has become a frustrating consequence of the ever-evolving health system's efforts to control costs. It requires your individual health...

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Fisher Investments Has Hefty Side Bet: Report
News 3 months ago
Fisher Investments Has Hefty Side Bet: Report

The investment firm led by Ken Fisher - which has seen some $3.9 billion in assets exit due to his recent crude remarks - now controls over 25% of...

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Medicare Part B Premium Price Outpaces Social Security COLA
News 3 months ago
Medicare Part B Premium Price Outpaces Social Security COLA

The percentage increase in the Medicare Part B premium for 2020, like most other years, is much larger than the percentage increase in the Social...

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Portfolio Construction Must 'Evolve,' Schwab Exec Says
News 3 months ago
Portfolio Construction Must 'Evolve,' Schwab Exec Says

Advisors' portfolio construction "needs to evolve" and adjustments must be made regularly to meet investors' aspirations, according to James...

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6 Realities for RIA Buyers and Sellers in Today's Market
News 3 months ago
6 Realities for RIA Buyers and Sellers in Today's Market

M&A is all the rage these days - several specialists pointing out this year has had more than 100 deals in the financial advisory field to date....

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Fidelity Expands Thematic Lineup to 16 Funds: Portfolio Products
News 3 months ago
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio Products

Fidelity added four new thematic funds to its lineup, boosting the total number of its thematic investment products to 16 mutual funds and exchange...

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The Uncertain Demand for Senior Housing
News 3 months ago
The Uncertain Demand for Senior Housing

The national story for senior living housing is fairly straightforward right now. There appears to have been overbuilding as developers...

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A Deep Dive Into New Industrial Design Trends
News 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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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