6 Roadblocks Holding Advisors, Clients Back From Annuities
By Ginger SzalaAs pensions decline, why aren't more investors using annuities? Wade Pfau and others laid out some reasons.
April 15, 2022
George Floyd Lawyer Joins Wells Fargo Racial-Disparity LawsuitA recent investigation found the bank approved 47% of Black applicants for mortgage refinancing vs. 72% of white applicants.
April 15, 2022
'Staggering' Crypto Seizures Have Cops Struggling to Keep UpCryptocurrencies made up 93% of assets confiscated by the Criminal Investigation Division of the IRS in the last fiscal year.
April 15, 2022
Debate: Are the New RMD Regs for Successor Beneficiaries Too Complex?Two professors discuss the challenge and practicality of proposed rules on when these beneficiaries must empty IRAs.
April 15, 2022
AIG Names Investment Chief for Corebridge SpinoffSabra Purtill has been AIG's chief risk officer.
April 15, 2022
SiriusPoint Sees COVID-19 Hurting Group Life ReinsuranceFlorian Boecker says prices are up and supply is down.
April 15, 2022
Schwab Launches Personalized Indexing for RIAs: Tech RoundupAlso, Broadridge enhances analytics to help asset managers better target advisors.
April 14, 2022
Ex-Head of RIA Sentenced to 12 Years in Prison Over $120M ScamThe former IIG managing partner and CIO was also sentenced to three years of supervised release.