Advisor Sales Strategies

Wayne-Sanderson Farms, which works with over 2,000 family farms that produce nearly a billion chickens a year, now has access to Vestwell’s Group of Plans retirement solution—making it easier and more cost-effective for farmers to save for the future.

Forget fancy tools – workers seek practical, accessible resources, which may include inexpensive or even free resources, according to a new Human Interest report.

Representative John Moolenaar and Senator Rick Scott wrote to SEC chair Paul Atkins to take action against 25 Chinese companies that are listed on U.S. exchanges,that “pose an unacceptable risk to American investors.”

The “Big, Beautiful Bill,” which was introduced by the House Ways and Means Committee on Monday, includes a proposal from Senator Ted Cruz for a new savings account for young children that comes with seed money from the government.

While Wells Fargo and Merrill Lynch paid $60 million for a "cash sweep" violation earlier this year, Morgan Stanley was cleared by the SEC for “sweeping” customers’ uninvested cash from a brokerage account into an interest-bearing account.

This week, the Department of Education began alerting around 195,000 defaulted borrowers that their federal benefits will be subject to garnishment in 30 days.

In a one-on-one conversation with editor-in-chief Paul Wilson, Novak shared lessons he’d learned from his work both in front of and behind the camera.

On Friday, 26,000 bank employees and retirees reached a settlement with Pentegra over prohibited transactions in their class action lawsuit, just nine days after a rare jury trial awarded them $38,760,232 over excessive fees.