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Sunday, September 24, 2023
Latest:
  • Annuity Constraints Can Be the Client’s Friend
  • Recession: Soft or Hard Landing, or No Recession at All?
  • The Big Incoming Estate Tax Exemption Cut Is Just One Legacy Planning Trend to Follow
  • Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data Breach
  • New FP Alpha Tool Lets Advisors Upload Clients’ Insurance Documents
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News

News 

Annuity Constraints Can Be the Client’s Friend

September 18, 2023September 24, 2023 European Compliance Economy & Markets

   What You Need to Know Security Benefit generated $4.6 billion in annuity sales in the first half. Insurers once

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News 

Recession: Soft or Hard Landing, or No Recession at All?

September 18, 2023September 24, 2023 European Compliance Economy & Markets

  What You Need to Know Annuities may limit how much holders can participate in market gains. Many clients are

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News 

The Big Incoming Estate Tax Exemption Cut Is Just One Legacy Planning Trend to Follow

September 15, 2023September 24, 2023 European Compliance Client News & Advice

   What You Need to Know The estate tax exemption has effectively never been lowered — let alone slashed —

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News 

Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data Breach

September 14, 2023September 24, 2023 European Compliance Institutional Investing

    What You Need to Know The MOVEit cyberattack on a file transfer tool affected hundreds of firms and

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News 

New FP Alpha Tool Lets Advisors Upload Clients’ Insurance Documents

September 13, 2023September 24, 2023 European Compliance Tax Planning & Strategies

   FP Alpha has released P&C Snapshot, a new digital tool for financial advisors that uploads home and auto insurance

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News 

Long-Term Care Insurance Sales Rise at Some Carriers: A.M. Best

September 13, 2023September 24, 2023 European Compliance Health Insurance

    Analysts at A.M. Best have found some signs of warmth in the U.S. long-term care insurance market. The number of

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News 

Asset Protection Tops Portfolio Growth in New Advisor Survey

September 12, 2023September 24, 2023 European Compliance Annuities, Annuity Planning

    What You Need to Know Financial advisors who use annuities feel they are well-positioned to align their services effectively

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News 

SEC Charges 9 More Firms With Marketing Rule Violations

September 11, 2023September 14, 2023 European Compliance Risk Management

   The Securities and Exchange Commission announced more charges Monday related to its ongoing sweep of advisory firms’ compliance with

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News 

New DOL Fiduciary Rule Lands at OMB

September 9, 2023September 14, 2023 European Compliance Annuities, Annuity Planning

    What You Need to Know DOL’s plan would take into account practices of advisors, and the expectations of plan

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News 

Annuity Riders, Explained

September 9, 2023September 14, 2023 European Compliance Institutional Investing

    What You Need to Know Annuity riders are add-ons to annuity contracts that can provide living or death benefits.

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Latest Stories

  • Annuity Constraints Can Be the Client’s Friend September 18, 2023
  • Recession: Soft or Hard Landing, or No Recession at All? September 18, 2023
  • The Big Incoming Estate Tax Exemption Cut Is Just One Legacy Planning Trend to Follow September 15, 2023
  • Fidelity, BofA, Others Face New Lawsuit Over MOVEit Data Breach September 14, 2023
  • New FP Alpha Tool Lets Advisors Upload Clients’ Insurance Documents September 13, 2023
  • Long-Term Care Insurance Sales Rise at Some Carriers: A.M. Best September 13, 2023
  • Asset Protection Tops Portfolio Growth in New Advisor Survey September 12, 2023
  • SEC Charges 9 More Firms With Marketing Rule Violations September 11, 2023
  • New DOL Fiduciary Rule Lands at OMB September 9, 2023
  • Annuity Riders, Explained September 9, 2023

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