Short-Seller Comes After Annuity Issuer Jackson Financial
By Allison BellQVT — which will make money if it can push Jackson's share price down — is raising questions about a reinsurance captive.
September 18, 2026
Advisors Say They Would Switch Firms for Better AIFor advisory firms, AI isn't just a timesaver, AssetMark finds — it's a recruiting advantage.
September 18, 2026
Creative Planning Accelerates Employee Equity OwnershipThe program encompasses roughly 1,000 of the firm's 3,000 employees, CEO Peter Mallouk says.
September 18, 2026
UBS Rep Cheated on Series 66 Exam During Bathroom Break: FINRAShay Donovan was suspended and fined for accessing personal notes and study materials, an order states.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.
September 18, 2026
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Why Some Clients Really Need Their LattesMarketing specialist Katie Thomas explains the gap between how financial professionals think and how clients and prospects actually behave.
September 18, 2026
Buffett Steps Aside as Berkshire Hathaway ChairmanBuffett remains as chairman emeritus as his son steps up to lead the board.
September 17, 2026
House Financial Services Backs Life and Annuity Registration Form BillThe highest-ranking Democrat on the panel thinks the measure could limit the SEC's ability to regulate the products' disclosures.