What Does ChatGPT Mean for Your Advisory Firm?
By John ManganaroAn upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
Nassau Financial Forms $8.4B Specialty Credit ArmThe business will invest in the "performing and opportunistic" loan and bond markets.
July 19, 2023
Brighthouse Adds a Registered Indexed Universal Life PolicyA client can use RIUL policy loans to take periodic cash distribution payments.
July 19, 2023
Wall Street Layoffs Hit 21,000Bank of America, for instance, has shrunk its headcount by about 5,000 since January and isn't replacing staff who leave.
July 19, 2023
Fidelity Starts an Annuity Reinsurer in BermudaFidelity says the new unit, Soteria Re, will start by reinsuring the company's own business.
July 19, 2023
Meet the 2023 LUMINARIES JudgesThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 19, 2023
Severe Weather Could Hit Markets This Year: Schwab's KleintopFood, freight and energy prices are vulnerable to the effects of extreme heat, wildfires and El Niño, the strategist says.
July 19, 2023
Insurance and Annuity Plans Need FlexibilityLife and annuity industry veteran Paul Wetmore recommends some strategies that can adjust as clients' lives do.