FEBRUARY 25, 2022

Pennsylvania Passes Best Interest Annuity Rule

Patrick Donachie

The Keystone State is the 19th to pass a rule on annuity sales based on the National Association of Insurance Commissioner’s 2020 model rule. Wisconsin, North Carolina and Nevada look soon to follow.

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Sponsored by Sage Intacct

Learn how to solve your business complications while delivering the strategic value your business needs.

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Technology

Betterment to Provide Student Loan Management and 529s

Samuel Steinberger

Betterment is entering the 529 space following a deal with Gradvisor. It's also launching a student loan management feature.

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Podcasts

Mindy Diamond on Independence: From Knocking on Doors to Building a $2B Independent Enterprise

Mindy Diamond and Louis Diamond

A conversation with Jim DeCota, President & Principal of Enso Wealth Management, on his success after breaking away from Edward Jones.

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Sponsored by Bill.com

Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability.

Estate Planning

The Future of Estate Planning with NFTs

Matthew Erskine

What does the increasing tokenization of our lives mean for estate planners and their clients?

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Practice Management

How to Create Sticky Micro-Content

Kevin Nichols

Abandon the misconception that “clicks” to your website or landing page views are the only worthwhile social media KPI.

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