Variable Universal Life Sales Soar: LIMRA
By Allison BellThe overall individual life growth rate was the highest since 1983.
May 28, 2021
FINRA Withdraws Rule Creating Expungement Arbitrator RosterFINRA temporarily withdrew the rule from SEC consideration, saying it might revise it.
May 28, 2021
FINRA OKs Advisory Committee Term Limits, Adjusts CE FeesTerm limits for members of FINRA's 12 advisory committees are intended to promote diversity.
May 28, 2021
Michael Morrissey to Chair Protective Life Board: Personnel MovesSimplicity has hired an executive vice president, and Transamerica has a new CFO.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 27, 2021
BlackRock and Vanguard Played Key Roles in Exxon's Shareholder Proxy VoteBoth fund companies voted for a portion of a dissident slate of nominees to Exxon's board. Two of them won.