Financial Advisors' Enthusiasm for Annuities Is Growing: Survey
By Michael S. FischerBut many advisors would rather recommend a CD than an annuity to clients seeking principal protection, a RetireOne survey found.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 29, 2021
Ethos Raises $100 Million: Financing MovesYuLife, b.well and Assured Allies are some of the other companies in the life, health and annuity markets that have raised cash lately.
July 29, 2021
Principal Sees Strong Interest in Its Life and Annuity BlocksThe company is moving ahead with efforts to get out of U.S. retail fixed annuities and retail U.S. individual life.
July 29, 2021
Dan Moisand Named CFP Board Chair-Elect for 2022Moisand will become chair of the CFP Board in 2023.
July 29, 2021
Vanguard to Launch 2 New Active Bond FundsIt has filed with the SEC to roll out the Vanguard Core-Plus Bond Fund and Vanguard Multi-Sector Income Bond Fund.
July 29, 2021
T. Rowe Price Chairman, CEO to RetireBill Stromberg, who's spent 35 years with the firm, will be replaced by President Rob Sharps on Jan. 1, 2022.
July 29, 2021
Raymond James Moves to Buy $38B Wealth FirmThe U.K.-based Charles Stanley Group has 200 wealth managers and could be acquired for about $387 million.