Featured
The White House Says It Wants A Strong US Dollar. Investors Are Still Keeping Their Distance.
(Yahoo! Finance) - In 2025, the US dollar suffered its largest annual drop in eight years.
Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
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What Are the Legacy Planning Alternatives to Single Premium Immediate Annuities and Life Insurance?
Life insurance and annuities can be useful tools in your retirement planning. Make sure you have the right strategy for using them.
Boehly, Diamond Back Firm Focused on Commission-Free Annuities
Finance veterans Todd Boehly and Bob Diamond are backing a startup aimed at a niche part of the sector: insurance and annuities sold through RIAs.
Are Annuities a Good Investment in this Financial Climate?
You need to consider market conditions when selling your annuity, because in theory at least, annuity payments offer long term financial stability.
IRS Issues Private Letter Rulings On Annuity Advisor Fee Proposals
IRS official Rebecca Baxter ruled in all three cases, “the Fees are integral to the operation of the Adviser Contract.”