Comparing CDs and Annuities
What You Need to Know CDs and annuities can both keep money safe. Some products could offer a higher rate of return. Some products could hit harder if a client takes cash out early....
Tagged: News
Captain Found Guilty of ‘Seaman’s Manslaughter’ in Boat Fire That Killed 34 off California
Article 0 Comments A scuba dive boat captain was convicted this week of criminal negligence in the deaths of 34 people killed in a fire aboard the vessel in 2019, the deadliest maritime disaster...
401(k) Rollovers and Taxes: What to Know as New DOL Fiduciary Rule Looms
There are some cautions and considerations in determining if a rollover to a traditional IRA is the right course of action: Does the client have issues that require the extra creditor protection of a...
Chubb and SentinelOne® Partner to Enhance Cyber Risk Management
Chubb leverages industry-leading security solutions to help policyholders enhance cyber defenses and help protect businesses from emerging threats New York, NY (Oct. 26, 2023) – Chubb, the world’s largest publicly traded property & casualty...
Gulf of Mexico Oil and Gas Lease Sale Postponed Amid Legal Battles Over Endangered Whale Protections
Article 0 Comments NEW ORLEANS (AP) – An upcoming sale of federal Gulf of Mexico oil and gas leases was officially postponed last week amid legal fights over protections for an endangered species of...
Dynasty to Help Life Settlement Firm Add Wealth Services
Abacus Life, a life settlement company, has picked Dynasty Financial Partners to help it start a wealth division. Abacus CEO Jay Jackson said working with Dynasty to provide financial planning and investment management services “is...
Tyson’s Dinosaur-Shaped Chicken Nuggets Recalled After Possible Metal Contamination
Article 0 Comments Tyson Foods Inc., the largest US meat producer, is recalling almost 30,000 pounds (13 metric tons) of chicken nugget products aimed at children due to possible contamination with metal pieces. Plastic...
Équité Association Launches Groundbreaking National Insurance Crime Detection Platform
ÉQ Insights Toronto, ON (Oct. 31, 2023) – Équité Association is pleased to announce the launch of ÉQ Insights. This groundbreaking, consortium-based approach uses predictive analytics and machine learning to detect and prevent insurance...
How Adding Riskier Assets Can Lower Portfolio Risk
To David Scranton, CEO of Sound Income Group, “the real magic” is “the ability to get competitive returns with less risk.” Scranton, in an interview with ThinkAdvisor, argues that “adding a little bit of...
7 Benefit Adjustments That Could Help Save Social Security
Start Slideshow Americans who fear for the future of the Social Security program have a number of good reasons to do so, starting with the simple fact that the primary trust fund used to...