U.S. Individual Life Applications Climb 18.5%
By Allison BellApplication volume for consumers ages 51 through 70 was especially strong.
April 16, 2021
Oscar Names Virtual Primary Care Team Head: Personnel MovesChubb named accident and health executives. Minnesota Blue and United Concordia hired sales executives.
April 15, 2021
RIA M&A Activity Sets Records in Q1Branded acquirers in particular were on a roll in the first quarter, Fidelity reported.
April 15, 2021
CFP Board Expands Remote Proctoring OptionMost candidates can take the CFP exam in person or remotely for the July and November testing windows.
April 15, 2021
Advising Clients on IRA Contributions After Age 70½The Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
April 15, 2021
Bank of America, Merrill Outline Plans to Boost Advisor HeadcountThe wealth unit ended the first quarter with 19,808 advisors, down 585 from a year ago and a drop of 295 from the prior quarter.
April 15, 2021
SALT-Cap Repeal Gains MomentumHouse members are forming a bipartisan group to push for a repeal of the $10,000 cap on state and local tax deductions.
April 15, 2021
Bill to Boost RMD Age to 75 Up for Vote in 'Next Few Weeks': Rep. NealThe retirement bill, dubbed the Secure Act 2.0, also increases auto-enrollment and catch-up contributions in 401(k)s.