The Top ‘Must-Have’ Feature for Annuities
One annuity feature blows away all the others in client demand, according to a survey by Phoenix Cos.
Fidelity Introduces WealthCentral App for iPads
Fidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
McCann Is Top UBS Americas Exec
UBS recently made Bob McCann head of UBS’ operations in the Americas and reassigned Philip Lofts to the post of chief risk officer for the Swiss-based firm. Maureen Miskovic, who had been chief risk officer for UBS since early 2010, left the firm.