Tagged: News

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Say What? 9 Things Overheard Among the Wealthy

1. Let’s be frank: “We are all 1 percenters here.” We were island hopping on a cruise on a smaller ship with about 75 passengers. It was easy to get to know people, with...

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The Two Best Life Settlement Opportunities

What You Need to Know Clients can sell some term life policies. Older but healthy insureds can often sell their policies. A policy sale price can be much higher than a policy cash surrender...

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Trump Denied Immunity Against US Election Subversion Charges

Article 0 Comments Donald Trump is not entitled to absolute presidential immunity against criminal charges over his efforts to overturn the 2020 presidential election, a federal judge ruled, saying the office doesn’t come with...

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11 New Findings on What Clients Really Think of Advisors

Start Slideshow U.S. consumer demand for live, hands-on financial advisors continues to grow despite voluminous data and technology designed to empower individuals to handle their own investments, says new research from Cerulli Associates and the...