New York Life to Get Health Data From Cerner: Life Tech
By Allison BellSwiss Re has a new way to use prescription data. Sproutt is rewarding good behavior.
March 25, 2021
Senate Passes PPP Loan Application Extension BillThe PPP loan application deadline will be extended from March 31 to May 31 when Biden signs the bill.
March 25, 2021
Carolyn McClanahan: 7 Health Care Benefits for Your Clients in American Rescue PlanThe CFP and physician tells ThinkAdvisor how the stimulus package makes health insurance cheaper and could even help clients retire earlier.
March 25, 2021
TD Ameritrade's Retirement Plan Unit Being Merged Into Schwab'sStarting April 1, any new RIA retirement plan business will be directed to the Schwab Retirement Network for Advisors.
March 25, 2021
Merrill Guided Investing Slashes Minimum by 80%The cut brings Merrill Guided Investing in line with other digital advisors, including Goldman's Marcus Invest.
March 25, 2021
Fidelity Files for Bitcoin ETFThe asset management giant joins a growing list of firms hoping to launch a Bitcoin ETF.
March 25, 2021
SEC Warns Advisors on Ad Rule ComplianceUntil firms transition to the amended marketing rule, advisors "need to remain compliant with the previous advertising and cash solicitation rules," said attorney Lundy.
March 25, 2021
Edward Jones to Pay $34M in Racial Bias SuitThe suit alleged that Edward Jones denied advancement opportunities to Black advisors because of their race.