4 WealthTech Predictions for 2022
By Jed MaczubaThe shift to a unified managed household approach will continue to gain momentum.
January 26, 2022
SEC Proposes Changes to Form PF for Private Equity, Hedge Fund AdvisorsThe plan would help federal regulators assess systemic risk, said SEC Chairman Gary Gensler.
January 26, 2022
Anthem Posts 30% Increase in Medicare Advantage EnrolleesGail Boudreaux, the CEO, is reporting no signs of unusually aggressive price competition.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 26, 2022
11 SEP and SIMPLE IRA Tax Facts to KnowHere are some important questions and answers about contributions, withdrawals and tax rules.
January 25, 2022
FINRA Bars Ex-BofA Rep Accused of Forging Document, Taking Client FundsThe former broker and advisor trainee also failed to inform the wirehouse he was engaged in an outside business activity.
January 25, 2022
Heather Kane to Chair National Association for Fixed AnnuitiesNAFA is promoting the Retirement 2.0 package in Washington and leading an annuity awareness month effort.
January 25, 2022
Selecting and Evaluating DAF SponsorsSince some fund sponsors target clients directly, advisors must help clients choose the right one.