The Drawbacks of Direct Indexing
By Bernice NapachMorningstar's Ben Johnson discusses the pros and cons of this fast-growing investment strategy.
August 17, 2021
AIG Life & Retirement Names 2 New PresidentsBoth assumed their positions Monday and will continue to report to Todd Solash.
August 17, 2021
Franklin Templeton Asks Court to Dismiss Suit by Woman in NYC Birdwatcher CaseAmy Cooper was fired after she falsely claimed that an "African American man" birdwatching in Central Park threatened her life.
August 17, 2021
Connecticut Insurance Department Adopts Best-Interest Annuity RuleConnecticut is the 16th state to adopt the NAIC rule.
August 17, 2021
RIAs Took $36M in Excess PPP Loans: StudyIn another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.
August 17, 2021
12 Investing Books You'll Actually Want to ReadThese late-summer reads, recommended by successful financial advisors, are both informative and entertaining.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 17, 2021
Oscar Reports Big Enrollment Gains: EarningsThe company reported a $73 million net loss for the quarter.