United Capital's FinLife Platform Hits $22.5B
By Janet Levaux"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 19, 2019
Please Harmonize With SEC Reg BI: Insurance Groups to NAICIRI is praising the SEC's approach. Three other groups told the NAIC they want a buffer against state fiduciary rule proposals.
February 19, 2019
Dynasty Financial Moving HQ From NYCThe RIA service provider says it's time to hire more financial professionals in another part of the country.
February 19, 2019
10 Riskiest States for SeniorsSurprisingly, the top state on this list is a hot spot for retirees.
February 15, 2019
4 Ways to Make Culture Count for Independent Advisors"Culture" is a term often thrown around today, but what does it mean, and what do firms need to do to harness it?
February 15, 2019
Why the Commonwealth-MassMutual Tie-Up Is a 'Big Deal'"All companies have to think of themselves as technology companies now," a Commonwealth tech exec says.
February 14, 2019
8 Dangers That Come as Firms DigitizeAon's newly released 2019 Cyber Security Risk Report cites eight digitization cyber risks firms face and actions they need to take.
February 14, 2019
Carson Group Hit With $500K FINRA Arb ClaimThe client claims it was charged excessive fees and wants compensation for damages.