Federal Risk Gauge Shows What Annuity Issuers Are Up Against

Published on April 7, 2025

An Office of Financial Research stress dashboard suggests that, as of last week, the issuers were all right.

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State Securities Regulators Approve Changes to Match Model Rule with Reg BI

April 7, 2025
The amendments to the model rule wouldn’t automatically change for state-registered reps. By offering the template, NASAA aims for uniformity between states (and between state and federal law).

Trading on Tariffs? Mind the Taxes

April 7, 2025
Tech stocks offer a particularly interesting Roth conversion opportunity now, Carson Group's Debra Taylor says.      Related StoriesInstead of Timing the Market, Do This: Pfau, MurguiaHow Clients Near Retirement Can Ride Tariff ShockHow Staff Cuts and Office Shakeups Could Affect Social Security Beneficiaries