Annuity Distributors Back Increased Agent Mobility
By Allison BellSome question the current restrictions on producer efforts to move from one organization to another.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
November 04, 2024
Robo-Advisor's Pro Athlete Ads Broke Marketing Rule, SEC SaysAds featuring a pro soccer player and MMA fighters who were not clients lacked disclosures, the SEC says.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
November 04, 2024
BlackRock Seeks to Offer Vanguard-Style ETF Shares in Mutual FundsThe firm joins dozens of others who've made similar requests since Vanguard's patent on the structure expired.
November 04, 2024
On Election Day, Here's What Advisors Are Watching"Things are volatile and emotions are running high, which can lead to bad decisions," one advisor cautions.
November 04, 2024
Unhappy Medicare Plan Issuers Zero Out Agent CommissionsOne veteran agent estimated the sudden shift has affected more than 35% of his Medicare plan clients.
November 04, 2024
Jeremy Siegel: What Election Results Could Mean for Stocks, BondsHere's what the economist expects if Democrats or Republicans sweep the election.