Osaic Taps Two Firms to Enhance Advisor Training Programs
By John ManganaroThe wealth manager draws on ActiFi and Greene Consulting to further develop its training and support capabilities.
January 14, 2026
FINRA and SEC May Think More About Fixed Annuities This YearBut NAFA's chair hopes issuers can spend less time on regulatory threats and more on opportunities.
January 14, 2026
Scott Willette to Lead Tech at DocupaceThe executive brings more than two decades of technology development and leadership experience to the role.
January 14, 2026
Gundlach: 8 Market Predictions for 2026Of the S&P 500, the DoubleLine CEO said, "I wouldn't have any of it in a portfolio."
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.
January 13, 2026
5 People Dominate Retirement Advice on TikTok, Study ShowsTo counter potential misinformation, financial services firms need to meet people where they are, Storyful's Tara Naughton says.
January 13, 2026
12 Best States to Raise a Family: 2026These locations combine affordability with safety, jobs and access to quality education, health care and entertainment, research finds.