Feb 23, 2024 View in Browser

ALM | ThinkAdvisor

Weekend Review

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Analysis

Is This Big Risk Lurking in Your Social Security Claiming Math?

By John Manganaro

As a reader pointed out, Social Security projections are only as good as the assumptions fed in.

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Slideshow

Best & Worst Broker-Dealers: Q4 Earnings, 2023

By Janet Levaux

Six large BDs reported a drop in earnings in the final quarter of 2023.

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Analysis

Retirement Experts: Don't Let Scary Headlines Sink the 401(k)

By John Manganaro

To argue that the U.S. should simply do away with workplace retirement plans is absurd and irresponsible, experts say.

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News

California Legislature OKs Annuity Sales Rule Update

By Allison Bell

Approval gives Gov. Gavin Newsom a chance to weigh in on financial services regulation.

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News

LPL Snaps Up $16B in Wintrust Assets

By Janet Levaux

The IBD will also move about 85 advisors onto its Institution Services platforms.

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News

Genworth Hopes to Stabilize Long-Term Care Business by 2026

By Allison Bell

Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year.

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Resources

Product Reframed: A Guide to Thinking Differently About Guaranteed Lifetime Income

Sponsored by: Allianz Life Insurance Company of North America

In an era where retirement security is a growing concern, you have a large role to play in helping plan participants secure their financial future. Yet a significant opportunity lies untapped: guaranteed lifetime income.

LEARN MORE

WEBCAST DATE: February 29, 2024

The State of Contracts For Law Firms: Making the Case for Contract Automation in 2024

This webcast will unpack the most common challenges firms face in implementing new technology—like employee onboarding and proving value—and show you strategies to overcome them.

LEARN MORE

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