3 Best Practices to Position an RIA for Sale
By Jessica PolitoEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 11, 2024
States to Federal Medicare Program Managers: Please Talk to UsConsumers are not the only ones who sometimes feel lost in the enrollment maze.
December 11, 2024
SEC Rule Predictions: What's In, What's Out in 2025Attorneys expect a slowdown or halt on texting fines and a potential Custody Rule revamp, among other changes.
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.
December 11, 2024
Former Agent Charged With $900K Long-Term Care Insurance Fraud in CaliforniaThe woman and her father collected benefits, but surveillance showed they could get by on their own, prosecutors say.
December 11, 2024
Expect Dramatic Enforcement Changes in 2025: SEC RoundupLegal experts discuss their views on how 2025 might shape up.