Dynasty Launches First Crypto Options for Its Advisors
By Jeff BermanThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.
May 18, 2021
Resolution Life Adds $1.6 Billion in CapitalThe company plans to use the cash to buy and reinsure blocks of life insurance and annuity business.
May 18, 2021
Making Sense of Life Insurance & Automated Digital Health DataThere's got to be some gold in that dross somewhere. But where?
May 18, 2021
Supreme Court Strips Lawsuit Protection From IRS Reporting RulesThe court ruled that taxpayers can sue over IRS reporting rules without violating the rules.
May 18, 2021
Ex-Raymond James Rep Who Stole From Elderly Clients Gets 5 Years in PrisonThe firm's former broker and executive pleaded guilty to defrauding two clients out of nearly $1 million.
May 18, 2021
Fidelity Rolls Out No-Fee Investing Accounts for TeensThe firm says it is the first in the industry to offer 13- to 17-year old teens the ability to save and trade with no investment minimums.
May 17, 2021
Wells Fargo Faces Lawsuit for Allegedly Mismanaging Its 401(k) PlanHigh-level bank execs picked and retained 17 proprietary funds, many of which underperformed, the class action states.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.