Ways and Means Brushes Past Talk of Secure 2.0 Annuity Provisions
By Allison BellThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.
May 06, 2021
Weber Says UBS Should Consider a Chairwoman After He LeavesThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
Rates Are Rising, but Should Bond Investors Be Worried?Kathy Jones of the Schwab Center for Financial Research and Kevin Flanagan of WisdomTree offer their analyses.
May 05, 2021
DOL Set to Withdraw Independent Contractor RuleFSI supported the rule and says it's "disappointed" by its withdrawal.
May 05, 2021
InvestCloud Acquires Advicent and Its NaviPlan PlatformThe acquisition provides InvestCloud with a competitive financial planning offering, according to Joel Bruckenstein, T3 president.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
May 05, 2021
Where Is the Seismic Shift Following the Schwab-TD Ameritrade Deal?Smaller custodians could pick up business as "big-box" firms increasingly compete with their own clients.