$6.5B JPMorgan Team Jumps to UBS
By Jeff BermanThe seven-person Legacy Multi-Family Group joins the wirehouse in the Century City area of Los Angeles.
February 08, 2021
Southwestern Starts Final Expense Life DistributorThe company launched an agency that sells traditional life in 2018.
February 08, 2021
Individual Life Applications Climb for One Age Group: MIBVolume for consumers in other age groups fell or drifted higher.
February 08, 2021
State Street Launches its First Actively Managed Muni Bond ETF: Portfolio ProductsAlso, Citi introduces ESG World Indices, while QMA rolls out flexible ESG and active tax management SMA platform for RIAs.
February 07, 2021
Cetera in Talks to Buy Parts of Voya Financial Advisors"Whew. This would be a big deal. Literally. 1,600+ advisors at Voya?" asked financial planner and blogger Michael Kitces on Twitter.
February 05, 2021
Ark's Cathie Wood Amasses $50B and a New Nickname: 'Money Tree'Wood's eye-popping returns catch the pros' attention, while her approachable persona attracts investors just starting out.
February 05, 2021
Lawsuit Alleges Broad Conspiracy on GameStop Trading RestrictionsInvestors are suing nearly three dozen defendants including Robinhood, Schwab, Apex Clearing and Citadel.
February 05, 2021
Democrats Turn Up Pressure on Biden to Cancel Student Loan DebtLawmakers have introduced a resolution for the president to cancel student debt by executive order.