Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
DOL Fiduciary Rule Out by May 2016: Lawyer
DOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
Top Portfolio Products: American Funds, Well Fargo Add New Series, Changes
Also, AccuShares adds ETFs that track VIX, while Lincoln Financial launches a universal life product.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
Top Portfolio Products: Vanguard to Launch Ultra-Short Term Bond Fund
The Principal adds a variable annuity as Lincoln announces insurance enhancements.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
The award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.