The Academy of Financial Services Studies and Precision Marketing Partners have named Henry J. Schulthesz principal and senior member of the executive team, where he will expand The Academy's professional development programs and improve Precision's distribution strategy assignments.
Previously, Schulthesz was a senior sales exec at Alliance Capital and, prior to that position, he held various senior management titles at Kemper Financial Services.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
