Morgan Stanley Rolls Out More Exec Changes
The new co-heads of wealth management announce new appointments and related organizational changes.
Sen. Warren Accuses Annuity Providers of Double Talk on DOL Fiduciary Rule
Warren tells OMB that despite insurers' public "doomsday" predictions about the DOL fiduciary rule, investors are told that all is rosy.
Most Advisors Don’t ‘Fully Understand’ DOL Fiduciary Rule: Eaton Vance
“There will be an enormous educational effort for the industry to try to understand" the impending fiduciary rule, says Eaton Vance's John Moninger.
Top Portfolio Products: Mygale Adds European Fund
This week's new portfolio products range widely, from European stocks to volatility indexes and municipal bond analysis
Deferred Income Annuities Can Double Payouts Later in Life
Using the no-refund variety of DIAs provides extra income but also has potential downsides.
How Annuities Will Be Transformed by DOL Fiduciary Rule
After DOL’s rule is adopted this year, advisors will face a very different world when designing or selling annuities.
MetLife's Planned Spinoff of Retail Unit Puts Pressure on AIG
Calls from investors, including Carl Icahn, for AIG to split into three insurers to shed SIFI status are expected to intensify.
SEC’s Top Exam Priorities for 2016
SEC examiners will zero in this year on several new areas.
What Clients Need and What Advisors Aren’t Doing: Liz Davidson
The Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
A View from the Top: Merrill's John Thiel Speaks Out
The leader of Merrill Lynch says the firm's biggest challenge is to remain nimble and relevant.