Clients Are Asking AIs for Investment Ideas: Nationwide Tech Chief
By Allison BellEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
October 23, 2023
Focus Financial's Adolf Steps Down as CEODan Glaser, a partner with the private equity firm that recently bought Focus, is now interim CEO.
October 23, 2023
Treasury 10-Year Yield Tops 5% for First Time Since 2007The rise in yields means higher borrowing costs for businesses, which caused stocks to retreat early Monday.
October 23, 2023
Medicare Plan Chief Hails Local Brokers, Blasts Distribution Giants at Senate HearingKrista Hoglund of Wisconsin-based Security Health Plan calls for new total compensation caps and comp disclosure rules.
October 23, 2023
Do You Have a Life Settlement Case?Here are three things to consider when sizing up a possible policy sale.
October 23, 2023
New Ways to Reach Out to Planning ProspectsYou could start by taking an aspirin, and mailing it.
October 20, 2023
What's Crushing Wealth Management Results at the Wirehouses?Wealth units at Morgan Stanley, Bank of America and Wells Fargo all underperformed in Q3 relative to 2022.
October 20, 2023
Stock Losses Deepen as S&P 500 Breaches Key LevelThe VIX rose to the highest level since March, megacaps sold off, and Tesla has its biggest weekly slide since December.