Three Advisor-Friendly Reverse Mortgage Strategies

In this installment of our HECM series, we review three strategies that should entice advisors: the HECM-for-purchase, the HECM-LOC for liquidity in down markets, and the HECM-LOC created at age 62 but tapped only if all other sources of cash are exhausted.

Who Rules the Top 1%?

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?
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Extra, extra! It’s a real-time event-based API!

Wealth management firms, brokers, exchanges, trading software providers and fintech start-ups can use the service, which can monitor price data on stocks, futures, options, forex, mutual funds, ETFs and indexes.