9 Reasons Annuity Regulation Needs a Revamp
By Harry N. StoutThe author says the government should make insuring retirement income easier.
July 15, 2021
Morgan Stanley Sees Big Gains in Wealth, Investment Banking: Q2 EarningsThe wealth unit had over $6 billion in revenue and $34 billion in fee-based inflows in the latest three-month period.
July 15, 2021
Global Atlantic Makes $4.8 Billion Reinsurance DealThe company has assumed responsibility for whole life policies written by AXA units in China.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.
July 15, 2021
New LPL Program Helps Advisors Take Short-Term LeaveThe program provides client-service coverage for up to nine months of family and medical leave.
July 15, 2021
These Beliefs Hold Advisors Back From Getting Referrals: Julie LittlechildGetting referrals is easier now than pre-pandemic, but "buying into myths gets in the way," the researcher tells ThinkAdvisor.
July 15, 2021
Older Consumers Lead in Life Application Growth: MIBOverall application activity was a little higher than in June 2020.
July 15, 2021
Apex Reshuffles Management, Rothschild DepartsTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.