Must-Pass Defense Bill Includes AML Rule for Advisors
By Melanie WaddellThe National Defense Authorization Act includes a provision that would require advisors to adopt anti-money laundering policies.
July 13, 2022
Voya Picks Heather Lavallee to Succeed Martin as CEO in 2023Under the new leadership, Lavallee says Voya will remain committed to helping clients with their health, wealth and investment needs.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 12, 2022
David Canter's Fidelity Exit Is a Blow to the Firm's RIA Business: Industry ExpertsConsultants characterize Canter as an emotionally intelligent leader and confidante to "famous and successful" RIAs.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.
July 12, 2022
Treasury Seeks Feedback on Digital Asset RisksTreasury's request for comment is part of President Biden's executive order on digital assets.
July 12, 2022
To Save for Retirement, Workers Need an Emergency Savings SolutionAn asset management insider makes the case for the Rise & Shine Act.
July 12, 2022
16 States With Their Own Retirement Savings ProgramsIn these states, employers are required or encouraged to offer plans — or will be soon.