Regulatory & Compliance

The Internal Revenue Service has issued a letter to Lincoln Financial Group and Nationwide Insurance that states fee-based advisors can take as much as 1.5% of an annuity's value as a fee without requiring clients to report it as income. So reports RIA Biz.

Friday, 13 September 2019
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Markets & Investments

Brokerage sweep accounts are intended to be a temporary place to park cash resulting from trades and they currently yield just 0.25%. Therefore, they are a poor option for holding cash. So reports Barron’s.

Sunday, 18 August 2019
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Retirement

Cross-sectional studies have found that individuals who retire early are less happy in their golden years than individuals who wait until 65 to retire. So reports CNBC.

Sunday, 18 August 2019
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Technology & Communications

The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.

Saturday, 20 July 2019
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