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A consultant reads you in on what he's telling the insurers.      Related StoriesYes, Homeowners Insurance Is Your Concern - EnclosureMet a Possible Prospect? Meet Again. - EnclosureT-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? - Enclosure 

A bill expandiing the Net Investment Income Tax could keep Medicare solvent for 75 years, Paul Spitalnic predicts.      Related StoriesMany High-Income Medicare Enrollees Struggle, Too: Survey - EnclosureSEC Hits Wisconsin BD With Reg BI Fine - EnclosureGoldman Sent Inaccurate Data to the SEC on 163M Trades - Enclosure 

The two programs can interact in surprising ways, retirement consultant Marcia Mantell says.      Related Stories12 New Medicare Bills to Watch This Fall - Enclosure5 Broker Behaviors That Should Raise a Red Flag - EnclosureMany High-Income Medicare Enrollees Struggle, Too: Survey - Enclosure 

Tom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.      Related StoriesSEC Hits Wisconsin BD With Reg BI Fine - EnclosureGoldman Sent Inaccurate Data to the SEC on 163M Trades - EnclosurePrivate Equity-Backed Insurance Distributors Are Still Shopping - Enclosure 

The ETFs should provide investors with broadly diversified, single-fund fixed-income holdings, Vanguard said.      Related StoriesBlackRock Launches TIPS ETF Suite - EnclosureJeffrey Gundlach Fires Back After Bill Gross Says He's No 'Bond King' - EnclosureSEC Hits Wisconsin BD With Reg BI Fine - Enclosure 

Here's where we see buying opportunities as the last quarter of the year approaches.      Related StoriesYes, Homeowners Insurance Is Your Concern - EnclosureBlackRock Launches TIPS ETF Suite - Enclosure12 New Stats on Where Americans Stand on Retirement Now - Enclosure 

The custodian had been charging a monthly portfolio accounting fee of $1 per brokerage account.      Related StoriesSEC Hits Wisconsin BD With Reg BI Fine - EnclosureGoldman Sent Inaccurate Data to the SEC on 163M Trades - EnclosurePrivate Equity-Backed Insurance Distributors Are Still Shopping - Enclosure 

Older adults in these cities experience less poverty and higher rates of homeownership, according to SmartAsset.      Related Stories12 New Stats on Where Americans Stand on Retirement Now - Enclosure12 New Medicare Bills to Watch This Fall - Enclosure5 Broker Behaviors That Should Raise a Red Flag - Enclosure 

The brokerage was negligent in using the MOVEit software despite security vulnerabilities, the plaintiff argues.      Related StoriesSEC Hits Wisconsin BD With Reg BI Fine - EnclosureGoldman Sent Inaccurate Data to the SEC on 163M Trades - EnclosurePrivate Equity-Backed Insurance Distributors Are Still Shopping - Enclosure 

The firm's policies and procedures contained Reg BI language but weren't tailored to its business, the SEC said.      Related StoriesGoldman Sent Inaccurate Data to the SEC on 163M Trades - EnclosurePrivate Equity-Backed Insurance Distributors Are Still Shopping - EnclosureMany High-Income Medicare Enrollees Struggle, Too: Survey - Enclosure 

The bank agreed to pay a $6 million fine.      Related Stories5 Broker Behaviors That Should Raise a Red Flag - EnclosurePrivate Equity-Backed Insurance Distributors Are Still Shopping - EnclosureMany High-Income Medicare Enrollees Struggle, Too: Survey - Enclosure 

FINRA is warning investors to be wary of certain behaviors by their brokers that can signal likely misconduct.      Related Stories12 New Stats on Where Americans Stand on Retirement Now - Enclosure12 New Medicare Bills to Watch This Fall - Enclosure8 Factors That Influence When Clients Should Claim Social Security - Enclosure 

There are all sorts of new tricks, and then there are the techniques that work.      Related StoriesYes, Homeowners Insurance Is Your Concern - EnclosureMet a Possible Prospect? Meet Again. - Enclosure10 States Where Annuity Sales Rules Still Look Different - Enclosure 

For many high-net-worth clients, this has suddenly become the top financial headache.      Related StoriesMany High-Income Medicare Enrollees Struggle, Too: Survey - Enclosure12 New Stats on Where Americans Stand on Retirement Now - Enclosure12 New Medicare Bills to Watch This Fall - Enclosure 

As balanced portfolios have bounced back, here's what advisors are telling their clients.      Related StoriesGundlach's 5 Top Economic Predictions for 2023 and Beyond - EnclosureBob Doll: Stock Market Upside Likely Limited - Enclosure10 Cheap Stocks With Reliable Dividends: Morningstar - Enclosure