Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?
Walkner Condon Financial Advisors
AUGUST 13, 2022
A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. Some 401(k) plans will offer the ability to take a loan from the account and pay it back, with interest. ABOUT THE AUTHOR.
Sara Grillo
NOVEMBER 14, 2022
With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.
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