ThinkAdvisor Provides Weekly Tax and Regulatory Updates for Financial Advisors
ThinkAdvisor delivers weekly, detailed tax rules and regulatory updates designed to assist financial advisors and wealth managers in compliance and client guidance.
ThinkAdvisor Provides Essential Updates for Financial and Insurance Advisors
ThinkAdvisor delivers weekly updates on tax rules and regulations, supporting financial and insurance advisors with critical insights on products and compliance.
Navigating Annuity Complexities: Key Insights for U.S. Retirement Planning
Explore critical insights on annuity types, common mistakes, fees, inflation impact, and advice for securing retirement income. Understand how to choose the right annuity and avoid pitfalls.
ThinkAdvisor Provides Tax and Financial Insights for Advisors
ThinkAdvisor offers financial professionals weekly updates on tax regulations and insights to assist in wealth and life decision-making.
Osaic Launches Direct Billing for Fee-Based Variable Annuities
Osaic introduces direct billing for select fee-based variable annuities, simplifying annuity management and enhancing operational efficiency for financial advisors.
Advisor Jeffrey Cutter Appeals SEC Case Ruling on Insurance Commission Disclosures
Jeffrey Cutter appeals SEC ruling on insurance commission disclosure, challenging regulatory requirements under the Investment Advisers Act and McCarran-Ferguson Act limitations.
Managing Non-Guaranteed Universal Life Insurance Policies Within ILITs
Explore key strategies for trustees and owners to manage non-guaranteed Universal Life Insurance policies and prevent premature lapses.
Massachusetts Jury Finds Mixed Violations in Annuity Sales Case Against Advisor
Massachusetts jury delivers mixed verdict in SEC case against Jeffrey Cutter for annuity sales violations under the Investment Advisers Act. Highlights fiduciary duty and disclosure compliance issues.
Rising Litigation Trends in Pension Risk Transfer Cases
Explore the increasing litigation concerning pension risk transfers and the fiduciary responsibilities required for selecting safe annuity providers under ERISA.