Jasmine Jirele to Lead Allianz Life: Personnel Moves
By Allison BellGuardian has a new chief human resources officer. Cigna has new Medicare Advantage plan presidents.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
March 18, 2021
Osprey Funds, Bitcoin Trust Sponsor, Is Going IndieOsprey Funds is separating from its parent company, REX Shares, to help continue its growth and meet demand for new products.
March 18, 2021
Edelman, Other Players on Cusp of Crypto-Related Offerings"In the next year or two, Bitcoin will be as common in client portfolios as stock ETFs," Ric Edelman tells ThinkAdvisor.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 18, 2021
Grayscale Expands Crypto Trust OfferingsThe trusts are private placements for accredited investors only, which with a $25,000 minimum and 2.5% fee.
March 18, 2021
Medicare for All Bill ReturnsDemocrats are bringing back a measure that would, among other things, eliminate the current version of Medicare.