Julie Mix McPeak Takes Over As NAIC President
The Tennessee official may have work to do in Washington.
Cannex Adds Annuity Benefits Comparison System
Users can see how variable and indexed contracts might perform in a wide range of scenarios.
FINRA Releases First Exam Findings Report
Here are the top four problem areas FINRA considers worth highlighting.
Vanguard Rolls Out New Emerging Markets Bond Fund
Vanguard currently manages $4.5 billion in emerging markets bond assets in its active fixed income funds.
6 in 10 Americans Engaged in Philanthropy in Past Year: Study
Religious organizations and churches are US donors’ favored cause, Charities Aid Foundation finds.
2 Advisor Groups With LPL Ties Merge
Wealth Enhancement Group has some $7.5 billion in client assets; the move boosts its presence in Florida.
5 More Aetna-CVS Deal Details, from Aetna's SEC Filings
The insurer told agents in an email that they should be fine.
Gundlach: Tax Cut Timing Is ‘Strange’ and ‘Bond-Unfriendly’
The DoubleLine CEO wonders why Republicans want to cut taxes when the economy is picking up.
Celebrity Advisor David Bach Launches ‘Business in a Box’ for Advisors
If your advisory business today has “below $25 million in assets ... you will be out of business in five years,” Bach told ThinkAdvisor.
Little-Known Tax Proposal Targets Your Clients’ Trading Accounts
“Brokers are going crazy with this change, urging their clients to sell, sell, sell,” a tax advisor says.