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The Skincare Saviour | Scottish/UK Skincare Blog
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Economy

The Skincare Saviour | Scottish/UK Skincare Blog - Economy

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The Skincare Saviour | Scottish/UK Skincare Blog

05.05.2024

How Morgan Stanley Wows Its Ultra-Wealthy Clients | ThinkAdvisor

The firm's Signature Access Lifestyle Advisory connects clients with services that go far beyond portfolio management.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

Genworth's CEO Aims for 2025 Long-Term Care Insurance Launch | ThinkAdvisor

Tom McInerney, the CEO, worries about some current issuers’ prices.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

SoFi Securities Hit With $1.1M FINRA Fine Over Theft in Cash Accounts | ThinkAdvisor

SoFi's lack of protections resulted in customers using accounts to steal $2.5 million, FINRA says.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

6 Lessons From Charlie Munger on Investing and Business | ThinkAdvisor

Ahead of Berkshire's annual meeting, a board member recalls wisdom from the late vice chairman.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

Altruist Hits $1.5B Valuation After Latest Funding Round | ThinkAdvisor

The startup custodian for independent RIAs has raised over $450 million total.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

‘Your Fund Is Under Attack’: BlackRock Fights Saba Raid | ThinkAdvisor

The $250 billion closed-end fund industry is now the scene of one of the most dramatic power struggles in finance.

The Skincare Saviour | Scottish/UK Skincare Blog

04.05.2024

Trump Media’s Accounting Firm Accused of Fraud, Fined $14M | ThinkAdvisor

The fraud was massive and affected 1,500 regulatory filings, the SEC says.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Prudential Exec Sees Office Prices Falling 15% | ThinkAdvisor

For Pru's portfolio, the impact of the slump has been manageable, Vice Chairman Robert Falzon says.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

With Fresh Genstar Funding, Cetera Charges Ahead | ThinkAdvisor

The firm is building on some big-ticket acquisitions after its recent recapitalization, Cetera Holdings CEO Mike Durbin says.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

FINRA Files to Extend CE Deadlines for Brokers on a Break | ThinkAdvisor

Brokers who left the industry would have more time to complete CE requirements under FINRA's Maintaining Qualifications Program, or MQP.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

New DOL Fiduciary Rule Hit With First Lawsuit | ThinkAdvisor

FACC seeks to stop the rule from taking effect during its existing case against DOL.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

10 Pieces of Free Advice to Share With Clients | ThinkAdvisor

Giving away knowledge now and then can make a great impression.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Advisor Annuity Conversations Often Lead to Transactions: Global Atlantic | ThinkAdvisor

The insurer also found that 19% of advisor clients surveyed plan to buy long-term care insurance.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Beware of Double Jeopardy in SEC Proceedings: SEC Roundup | ThinkAdvisor

After federal court litigation, the SEC may seek to bar you for the same conduct.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

This Overlooked Secure 2.0 Change Helps Business-Owning Spouses | ThinkAdvisor

The law created two important exceptions that can help owners of closely held businesses offer retirement plans.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

SEIA Strikes Deal for $2B RIA in Cleveland | ThinkAdvisor

The firm sees significant additional acquisitions ahead, Signature Estate and Investment Advisors CEO Brian Holmes says.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Competition Heats Up in Retail Annuity Market | ThinkAdvisor

Lincoln Financial's CEO says her firm is trying to avoid competing on price alone.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Debate: Was the FTC Right to Ban Non-Compete Agreements? | ThinkAdvisor

The prohibition will affect about 30 million American workers subject to the contracts, according to the agency.

The Skincare Saviour | Scottish/UK Skincare Blog

03.05.2024

Vanguard Adds Fees for Some Brokerage Services | ThinkAdvisor

Vanguard will charge $25 to buy or sell its ETFs and mutual funds over the phone, with some exceptions.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Lawsuit Cuts Equitable's $1.3B Gain on a Universal Life Price Hike | ThinkAdvisor

The firm's first-quarter results include $106 million in legal expenses related to a class-action settlement.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

U.S. Faces Retirement Crisis, Working Women Say | ThinkAdvisor

Survey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

15 U.S. Cities Where It Takes the Most Income to Be 'Middle Class' | ThinkAdvisor

In six cities, a household can bring in more than $300,000 and still fit the definition, SmartAsset found.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Inherited IRA Distributions in 2024: Everything to Know | ThinkAdvisor

IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

JPMorgan Embraces Family Offices, With 'Very Tailored' Advice | ThinkAdvisor

They offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Cetera's Avantax Inks Acquisition of $760M Wealth Firm | ThinkAdvisor

Integrated Tax and Wealth Management’s advisors will become W-2 employees of Avantax Planning Partners.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Fiduciary Rule Lawsuit? Bring It, DOL Chief Says | ThinkAdvisor

Acting Labor Secretary Su says the rule can withstand a court challenge. A GOP congressman isn't so sure.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Schwab Charity Funnels $250M to Right-Wing Causes | ThinkAdvisor

The donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Former Merrill Advisor Sues Over Unvested Commissions | ThinkAdvisor

Kelly Milligan contends he had to forfeit over $500,000 in deferred commissions.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Fed Flags Lack of Inflation Progress but Signals Hikes Unlikely | ThinkAdvisor

Officials unanimously decided to leave the target range for the federal funds rate at 5.25% to 5.5%.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Cetera Releases Active ETF Recommendation List for Advisors | ThinkAdvisor

The vetted list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, Cetera says.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

3 Reasons Cash Is King Again | ThinkAdvisor

Returns on cash are competitive now, and your clients might have more of it than you think.

The Skincare Saviour | Scottish/UK Skincare Blog

02.05.2024

Sanctuary Wealth Buys $12.5B RIA Platform tru Independence | ThinkAdvisor

Once combined, the firms will support some 120 independent wealth management shops overseeing $42 billion of client assets.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

Raymond James Is on a Recruiting Tear, Exec Says | ThinkAdvisor

We're in deep conversations with large teams, more than what we've seen historically, PCG President Scott Curtis says.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

IBD Channel Faces Exodus to RIAs: Cerulli | ThinkAdvisor

Of advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

Sen. Warren Asks Insurers About Life and Annuity Sales Incentives | ThinkAdvisor

The Massachusetts Democrat sent letters questioning the use of cash bonuses, incentive travel and other perks.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

New Arraignment Set for LPL Network Firm Worker Charged in Double Slaying | ThinkAdvisor

The arraignment, scheduled for May 24, follows a preliminary hearing last August for Ramy Hany Mounir Fahim.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

Yellen and Republicans Spar Over Tax Cuts | ThinkAdvisor

The Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

S&P 500 Falls 1% at End of Worst Month This Year | ThinkAdvisor

The S&P 500 broke below 5,100, and is poised to halt a streak of five straight monthly gains.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid | ThinkAdvisor

After a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.

The Skincare Saviour | Scottish/UK Skincare Blog

01.05.2024

Golub Capital Aims to Grow Insurance Business | ThinkAdvisor

The firm helped Reinsurance Group of America form its Ruby Re sidecar vehicle.

home›The Skincare Saviour | Scottish/UK Skincare Blog›Economy

The Skincare Saviour | Scottish/UK Skincare Blog - Economy

How Morgan Stanley Wows Its Ultra-Wealthy Clients | ThinkAdvisor

Genworth's CEO Aims for 2025 Long-Term Care Insurance Launch | ThinkAdvisor

SoFi Securities Hit With $1.1M FINRA Fine Over Theft in Cash Accounts | ThinkAdvisor

6 Lessons From Charlie Munger on Investing and Business | ThinkAdvisor

Altruist Hits $1.5B Valuation After Latest Funding Round | ThinkAdvisor

‘Your Fund Is Under Attack’: BlackRock Fights Saba Raid | ThinkAdvisor

Trump Media’s Accounting Firm Accused of Fraud, Fined $14M | ThinkAdvisor

Prudential Exec Sees Office Prices Falling 15% | ThinkAdvisor

With Fresh Genstar Funding, Cetera Charges Ahead | ThinkAdvisor

FINRA Files to Extend CE Deadlines for Brokers on a Break | ThinkAdvisor

New DOL Fiduciary Rule Hit With First Lawsuit | ThinkAdvisor

10 Pieces of Free Advice to Share With Clients | ThinkAdvisor

Advisor Annuity Conversations Often Lead to Transactions: Global Atlantic | ThinkAdvisor

Beware of Double Jeopardy in SEC Proceedings: SEC Roundup | ThinkAdvisor

This Overlooked Secure 2.0 Change Helps Business-Owning Spouses | ThinkAdvisor

SEIA Strikes Deal for $2B RIA in Cleveland | ThinkAdvisor

Competition Heats Up in Retail Annuity Market | ThinkAdvisor

Debate: Was the FTC Right to Ban Non-Compete Agreements? | ThinkAdvisor

Vanguard Adds Fees for Some Brokerage Services | ThinkAdvisor

Lawsuit Cuts Equitable's $1.3B Gain on a Universal Life Price Hike | ThinkAdvisor

U.S. Faces Retirement Crisis, Working Women Say | ThinkAdvisor

15 U.S. Cities Where It Takes the Most Income to Be 'Middle Class' | ThinkAdvisor

Inherited IRA Distributions in 2024: Everything to Know | ThinkAdvisor

JPMorgan Embraces Family Offices, With 'Very Tailored' Advice | ThinkAdvisor

Cetera's Avantax Inks Acquisition of $760M Wealth Firm | ThinkAdvisor

Fiduciary Rule Lawsuit? Bring It, DOL Chief Says | ThinkAdvisor

Schwab Charity Funnels $250M to Right-Wing Causes | ThinkAdvisor

Former Merrill Advisor Sues Over Unvested Commissions | ThinkAdvisor

Fed Flags Lack of Inflation Progress but Signals Hikes Unlikely | ThinkAdvisor

Cetera Releases Active ETF Recommendation List for Advisors | ThinkAdvisor

3 Reasons Cash Is King Again | ThinkAdvisor

Sanctuary Wealth Buys $12.5B RIA Platform tru Independence | ThinkAdvisor

Raymond James Is on a Recruiting Tear, Exec Says | ThinkAdvisor

IBD Channel Faces Exodus to RIAs: Cerulli | ThinkAdvisor

Sen. Warren Asks Insurers About Life and Annuity Sales Incentives | ThinkAdvisor

New Arraignment Set for LPL Network Firm Worker Charged in Double Slaying | ThinkAdvisor

Yellen and Republicans Spar Over Tax Cuts | ThinkAdvisor

S&P 500 Falls 1% at End of Worst Month This Year | ThinkAdvisor

Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid | ThinkAdvisor

Golub Capital Aims to Grow Insurance Business | ThinkAdvisor

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The Skincare Saviour | Scottish/UK Skincare Blog
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Economy