The Standard Names Retirement Plan Sales Head: Executive Changes
By Allison BellOceanview Life and Verisk also have personnel change news.
July 22, 2022
BlackRock Introduces Model Portfolios for WomenThe portfolios seek to account for differences in life expectancy, pay and employment.
July 22, 2022
10 Things Top RIAs Did Differently From Rivals in 2021In its annual benchmarking survey, Schwab teased out what separates the top 20% of firms from the rest.
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 22, 2022
RIA Hit With $5.8M SEC Penalty for 12b-1 Fee Infractions Tied to Wrap AccountsAdvisors avoided transaction fees in wrap accounts by investing clients' assets in funds with 12b-1 fees.
July 22, 2022
The Fed Is Failing in 4 WaysThe central bank could easily fall prey to the catastrophic policy mistake of returning to the 1970s trap of "stop-go" policies.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 21, 2022
Bob Doll Checks In on His 10 Predictions for 2022Crossmark's chief investment officer issued a midyear update, noting that four predictions appear headed in the right direction.