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Vaccines encouraged at most advisory firms — but not required

Vaccines encouraged at most advisory firms — but not required
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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SmartAsset Reaches Unicorn Status

SmartAsset landed $110 million in a Series D funding round that pushed the firm's valuation over $1 billion. But not all advisors find the service to be useful. ....

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This Week in Wealth Management Deals

The advisor moves, acquisitions and mergers you may have missed the week of June 6, 2021. ....

New York , United States , Arroyo Grande , Long Island , Mckee Nunnally , Matthew Chester , Raymond James , Steve Owings , David Chris Benson , John Patterson , Kenneth Moran , Joe Patterson , Richard Tartarini , Eric King , Daniel Limmer , Marc Goldstein , Daniel Campbell , Planning Solutions , Pritzker Organization , Hyatt Hotel , Legacy Financial Advisors Inc , Advisor Group , Marc Goldstein Associates , Kestra Adds Marc Goldstein Associates , Qlife Holdings , Randol Brooks Credit Union ,

The Week in Wealth Management M&A Deals

The mergers, acquisitions and advisor moves you missed the week of May 24, 2021. ....

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Annuities: Can they do much for older workers forced into retirement?

Out of work and looking for income: Can annuities help?
Annuities are one of the leading recommendations for near retirees who are concerned about running out of money. But they are also poorly understood by many consumers, and that puts people at risk for being sold inappropriate products in amounts that represent an outsize proportion of their savings.
March 15, 2021
7
MINS
As many as several million older people have been forced out of work early amid the pandemic, and some are turning to annuities for a considerable chunk of their retirement income.
As insurance products, annuities are one of the leading recommendations for near retirees who are concerned about running out of money. But they’re also poorly understood by many consumers, which puts people at risk of being sold inappropriate products in amounts that represent an outsize portion of their savings. ....

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