Betterment Had Record-Breaking Q1
By Bernice NapachBetterment announced $29 billion in AUM as of March 31, almost 50% higher than a year ago.
April 23, 2021
Guardian Names Chief Communications Officer: Personnel MovesOneShare has added a chief growth officer. AmeriLife has filled a brand management executive post.
April 23, 2021
Human Capital: Ed Slott on Why Raising RMD Age Is 'Useless'Slott also zeros in on how rollover advice is a central aspect of DOL and SEC best-interest rules.
April 23, 2021
Monopoly and Life InsuranceFamilies should think of "life insurance" as core to a sound financial strategy, not as an afterthought.
April 23, 2021
Meet the Judges for Our New Awards ProgramHere are the 13 industry VIPs selecting the 2021 winners of our new awards program, The ThinkAdvisor LUMINARIES.
April 23, 2021
Brella Insurance Raises $15 MillionThe company crossed indemnity health insurance with a mobile app and created a new type of supplemental health insurance.
April 23, 2021
Pandemic Deaths Cut Into Globe Life EarningsThe company increased earnings, but COVID-19, and lockdown-related mortality, hurt life underwriting margins.
April 23, 2021
In Wake of Archegos Blowup, Will SEC Overstep?The SEC may try to compel more disclosure in ways that exceed its authority.