Most Americans Lack Confidence in Managing Inheritance Alone: Survey
By Michael S. FischerSixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.
May 16, 2024
UBS Considering U.S. CEO Role in Strategic RevampThe firm is the largest wealth manager in the world outside the U.S., where it's struggled to expand.
May 16, 2024
Next Vanguard CEO Sees Millions of Potential New Clients in U.S.Salim Ramji told the Financial Times he sees opportunities to scale but expressed commitment to John Bogle's mission.
May 16, 2024
Nippon Life to Acquire 20% Stake in CorebridgeThe large Japanese life insurer has owned a slice of Principal Financial since 2008.
May 16, 2024
Dow Trades Near Historic 40,000 MarkThe oldest of the three main stock indexes is rising on prospects of a resilient economy, ebbing inflation and robust earnings.
May 16, 2024
American College Partners With AI Firm on 'Matchmaking' SolutionThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 16, 2024
Buffett's Berkshire Reveals $6.7B Stake in Insurer ChubbThe conglomerate has been building the stake since 2023, and the SEC allowed Berkshire keep it confidential.