Oct 10, 2024 View in Browser

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Analysis

Social Security's 2025 COLA Helps, but Seniors Still Face Cost-of-Living Crisis

By John Manganaro

One analyst observes that the 2.5% monthly benefit increase, while welcome, won't even cover a week of groceries.

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News

Fidelity Reports Data Breach Hitting 77,000 Clients

By Dinah Wisenberg Brin

A third party opened two Fidelity accounts and used them to obtain customers' personal data, the company says.

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News

TD Fined $3.1B, Hit With Asset Cap Over Money Laundering

By Christine Dobby & David Voreacos

The bank pleaded guilty over its failure to prevent money laundering by drug cartels and other criminals.

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Slideshow

11 Worst States for Medicare Drug Plan Menu Cuts

By Allison Bell

In some states, the number of available plans will drop by a third in 2025.

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Commentary

How AI Will Transform Advisors' Investment Management Workflow

By Rob Pettman

Whether you manage your own portfolios or use models, AI is about to make your job easier.

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Commentary

For More Business, Get Out of the World of 'Get'

By Sandy Schussel

Instead of being a prospector, try being a listener and idea provider.

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Resources

The Strategic Use of Life Insurance in Divorce Settlements for High-Net-Worth Clients

Sponsored by: Modern Life

Life insurance can be a versatile and strategic tool in divorce settlements for your high-net-worth clients. Learn how to effectively leverage it to meet your client’s needs and secure their financial future in this white paper.

LEARN MORE

ON DEMAND

The Future of Direct Indexing: Elevate Your Practice

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base.

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