Health National Accounts Reps Come Out Ahead in Comp Rankings
By Allison BellMedicare reps look as if they're doing OK. Individual health reps... not so much.
March 01, 2021
Agents and Advisors, Life Settlements and CompensationA life settlement industry player talks about how the money works.
March 01, 2021
Vanguard Removes Manager From $45B FundJackson Square Partners was removed as an advisor to the $45.5 billion U.S. Growth Fund and an insurance-related fund.
March 01, 2021
Richest 100 Americans Would Pay $78B Under Warren TaxThe bill stipulates that households with a net worth of over $50 million would pay a 2% yearly tax on their wealth.
March 01, 2021
Massachusetts BD to Pay $450K Over 12b-1 FeesThe BD also used its principal trading account to engage in self-dealing, the SEC says.
March 01, 2021
Merrill Ramps Up Wealth Unit as Rich Clients Flock to FloridaThe wirehouse plans to add about 20 UHNW teams in the state to meet growing demand.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.
March 01, 2021
Advisors Must Go Digital or Die: PanelExperts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.