How to Find Life Settlements Prospects With 2 Easy Questions
By Robin S. Weinberger and Peter N. KatzYou can start by identifying older insureds with convertible term policies.
May 26, 2021
Raymond James to Acquire Private Equity Advisor CebileThe company also launched a new application for advisors and nabbed an advisor team from Wells Fargo.
May 26, 2021
How Secure Act 2.0, Delayed RMD Age Would Boost AnnuitiesThe sweeping retirement bill makes annuities more appealing in a variety of ways, retirement planning experts say.
May 26, 2021
The Bond Market Is Waiting for the FedAnders Persson, chief investment officer of global fixed income at Nuveen, offers his outlook for the fixed income market.
May 26, 2021
Woman in NYC Birdwatcher Case Sues Franklin Templeton in FiringIn an incident that went viral, Amy Cooper called the police on a Black birdwatcher in Central Park in May 2020.
May 26, 2021
Wells Fargo Removing Some Restrictions in Customer Arb Agreements: CEOWells Fargo is "removing confidentiality restrictions in all types of customer arbitration agreements that have them," CEO Scharf told senators.
May 26, 2021
Putnam Launches Its First ETFsThe four actively managed semi-transparent equity ETFs are similar to four actively managed Putnam mutual funds.
May 26, 2021
The NAIC's Top 10 Life Insurers of 2020The list, compiled by the National Association of Insurance Commissioners, looks a little different than it did in 2015.