Fiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL
By Allison BellOfficials estimate the industrywide revenue loss could be as much as $530 million per year.
April 23, 2024
FTC Bans Worker Non-Compete RulesExisting non-competes for executives earning over $151,164 a year in a "policy making position" can stay in place.
April 23, 2024
The 2024 DOL Fiduciary Rule: A TimelineHere's how the 2024 fiduciary rule came into existence.
April 23, 2024
Ex-Carson CMO Sues Firm Over Handling of Sexual AssaultMary Kate Gulick says the firm retaliated after she voiced concerns that the alleged assailant wasn't fired.
April 23, 2024
DOL Changes Fiduciary Rule Advice Definition ScopeThe new "investment advice fiduciary" definition excludes sales pitches and investment education.
April 23, 2024
Life, Health and Annuity Issuers Post Their Q1 NumbersInvestors are getting hints about what publicly traded insurers are doing.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.