Pennsylvania Adopts NAIC Annuity Suitability Update
By Allison BellCalifornia, New York and Florida are still outside the fold.
January 04, 2022
SEC Punts Again on NYDIG Bitcoin ETFThe regulator is delaying its decision until March.
January 04, 2022
Morgan Stanley to Pay $60M Over Data BreachesThe firm allegedly failed to wipe client data from computer equipment it decommissioned and resold.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
January 04, 2022
SEC's Gensler Taps Capitol Hill Veteran for Crypto RoleCorey Frayer, most recently a senior Senate Banking Committee staffer, will advise Gensler on cryptocurrency oversight.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
January 03, 2022
COVID-19 Hospital Squeeze May Have Killed More Than 7,500 Last WeekEarly numbers show a 22% increase in mortality from causes other than COVID-19, flu and pneumonia.
December 31, 2021
HealthCare.gov Wants Consumers' Email Addresses, Not Just YoursA federal agency says web brokers should also give it applicants' own phone numbers and postal mail addresses.