The Standard Names Change Management Office Chief: Personnel Moves
By Allison BellSimplicity added an integration executive. Cambia hired a market growth leader.
May 06, 2021
David Swensen, Yale Endowment's Pioneer Manager, Dies at 67Swensen managed one of the most-watched and best-performing college endowments for more than three decades.
May 06, 2021
Primerica Continues to Face Agent Licensing FrictionNet income increased despite producer pipeline issues and COVID-19-related mortality, the company said.
May 06, 2021
Prudential Is Working On Annuity Derisking Deals: Rob FalzonThe company is continuing to pivot toward sales of variable life and variable annuities.
May 06, 2021
SEC Will Enforce Reg BI to the Letter: GenslerBut if the rule isn't protecting investors, the commission will "update and freshen" it, he told lawmakers.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 06, 2021
Ways and Means Brushes Past Talk of Secure 2.0 Annuity ProvisionsThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.
May 06, 2021
Cadaret Grant Adds $2B OSJThe Ohio-based Cedar Brook Group, which has 20 licensed financial professionals, has joined the Atria subsidiary.