NASAA Names New Director of Policy
By Melanie WaddellKristen Hutchens played a key role in securing the recent introduction of a recent senior-protection bill.
January 26, 2022
Investors Say No to Gendered Advice, MarketingBut most respondents to a Hartford Funds survey said men and women had different financial needs.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
COVID Waves in 2020 Caused Bigger U.S Death Rate Spike Than 1918 Flu: ActuariesThe new SOA analysis does not include the two huge waves of deaths that occurred in 2021.
January 26, 2022
Gather All the Sales You Need by Building a Quality DatabaseAn annuity marketer says it takes a village.
January 26, 2022
Galvin Charges Fidelity With Failing to Vet Options TradersThe brokerage allowed customers to reapply with altered information if they were not approved, the Massachusetts regulator says.
January 26, 2022
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start AfterwardFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.
January 26, 2022
4 WealthTech Predictions for 2022The shift to a unified managed household approach will continue to gain momentum.