Social Security is a massive and complex federal program that most people will contend with in their later years. But many people put little thought behind even the most basic decision regarding this program (namely, when to begin collecting benefits.) BlackRock published a recent report called "Understanding Social Security Retirement Benefits" that addressed many of these issues. Here are a few of the charts from that report.
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
RIA owners may feel a "moral dilemma" when considering selling their firms to private equity-backed acquirers. But that didn't prevent PE involvement from reaching a record high in M&A deals in the second quarter.
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
The Treasury's financial crime prevention arm said the Swiss firm's U.S. brokerage wing largely ignored a 2018 consent order to clean up its anti-money-laundering processes, leading to the historic settlement announced early in August.
