Creative Planning Strikes Its Biggest Deal to Date
By Bernice NapachThe RIA has acquired the retirement division of Iron Financial, which has $6 billion in assets.
February 04, 2021
MassMutual Under Investigation Over 'Roaring Kitty'Massachusetts regulators are "looking into whether or not MassMutual should have been aware" of its ex-advisor's activities.
February 04, 2021
Delaware Adopts Annuity Sales Standards RegulationThe president's home state is basing its rule on the NAIC's model update.
February 04, 2021
Why More Advisors Are Open to Outsourcing Investment ManagementMore advisors say that holistic financial planning is their core business purpose, a FlexShares study finds.
February 04, 2021
You Can't Change the People You Work With, So Do This InsteadBy using three steps highlighted here, you can influence, help and encourage them to change.
February 04, 2021
Retirement Beats Marriage on Americans' 2021 Priority ListLife Happens survey participants said they would also like to pay off their loans.
February 04, 2021
U.S. Bank Hires Wealth Management Exec From JPMorgan ChaseScott Ford is overseeing the nationwide network of U.S. Bank Wealth Management Affluent professionals.
February 04, 2021
LPL Nabs First Employee Rep Since Allen & Co. PurchaseLouisiana-based Tiger Blackwell joins as an independent employee advisor from Stifel, where he worked with about $100 million in assets.