Waddell & Reed Makes Exec Shifts at Ivy Funds, BD
The firm announced the departure of Thomas Butch and new appointments to key leadership slots.
Medicare Managers May Ease Agent License Rules
States and plan issuers could get more of a say over what happens when licenses lapse.
Jason Rapert to Lead Insurance Legislators Group
An NCOIL panel also agreed to change one word in the group's name.
Impact Investing Shows Tidy Profits, New Report Says
Research bolsters impact investing sector’s credibility and transparency.
Donor-Advised Funds Surge to Record in 2016, NPT Reports
DAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
FINRA Upgrades Fund Analyzer Tool to Add Fee, Discount Calculations
Investors can research and compare more than 30,000 products
3 Economic Scenarios for Investors to Watch in Next 5 Years
BMO Global Asset Management gives probabilities to each of its forecasted scenarios.
Senate Releases Tax Bill Text Ahead of ‘Unusually Fast’ Vote
Ron Johnson says lack of time is one of his concerns about the bill.
Tax Loopholes for Wall Street’s Wealthiest Linger in Bill
For advisors, the Senate bill estate tax provision could create interesting opportunities.
Trump White House Logs Document Drug Industry Visitors, Meetings
At least one of the visitors came from a big health insurer.