Guardian, Advisors Say Unhappy Life Buyers Should Have Read the Policies
By Allison BellThe defendants reject assertions that they owed a model and a stylist a fiduciary duty.
February 29, 2024
California Governor Signs Annuity Best Interest Sales Rule BillGavin Newsom's support for the NAIC approach could stop the DOL fiduciary definition proposal.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 29, 2024
Vanguard CEO to Step Down by Year-EndAlso, Chief Investment Officer Greg Davis has been appointed to the additional role of president, effective immediately.
February 29, 2024
Nationwide Exec to Senate: DOL Fiduciary Rule Would Hurt WorkersThe fiduciary fight is a "major distraction" from efforts to boost retirement savings, Eric Stevenson said.
February 29, 2024
Social Security Claiming: The Case of the Age and Earnings GapGreg is seven years older and earns more than his wife, Alice. When should they file for benefits?
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.