Raymond James Adds $1.2B Bank Team From LPL
By Jeff BermanThe firm is bringing on 17 advisors and 10 staff members from FirstBank's investment program in Tennessee.
January 22, 2021
Blackstone Hires an Insurance Dealmaker: Personnel MovesAIG added a global media executive, and The Standard added a survivor.
January 22, 2021
North Dakota Lawmakers Working on Annuity Best Interest BillState Farm is calling for uniformity. IIABA is trying to push the term "best interest" out.
January 21, 2021
The Year to Talk About MoneyIgnoring the future is one popular strategy. Working with you seems likely to be more effective.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."
January 21, 2021
Biden COVID-19 Plan Vague on Health Coverage DetailsTreasury, HHS, Labor and a response coordinator will team up to develop programs and rules.
January 21, 2021
Do 401(k) 'Bridges' Help Retirees Maximize Social Security?Retirement experts David Blanchett and Michael Finke weigh in on the study comparing automatic 401(k) drawdowns to annuities.
January 21, 2021
Yellen Leaves Door Open to Tax Increase on WealthyPlus, the wealthy could be audited at higher rates under her tenure, says the Treasury Secretary-designate.