The FINRA Investor Education Foundation recently published a news release aimed at helping investors better understand their finances during this tax season. “FINRA Foundation Issues Take Control of Your Financial Future: Tips to Think About at Tax Time and Beyond” recommends learning about your finances, …
Insurance News Net’s article “Indexed Annuities Post Record 3Q Sales” summarizes annuity sales information collected from LIMRA’s annuity research department. With indexed annuity sales of $8.7 billion, this safe investment product is seeing quite the surge in popularity. The third quarter sales were an increase …
A strong debate over who should oversee equity indexed annuity products has been going on since the SEC introduced Rule 151A in 2008. According to Investment News’ “Indexed-annuities amendment: Insurers yea, advisers nay” by Mark Schoeff Jr. and Darla Mercado, the debate between sides will …
FINRA has partnered with the United Way to spread financial education, according to FINRA’s news release “FINRA Investor Education Foundation and United Way Worldwide Announce Nearly $1.5 Million in Grants to Support Grassroots Financial Education Projects.” Twelve United Way branches and community groups received the …
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