IRS Office Tasked With Transforming the Agency Names New Chief
By Melanie WaddellHeather Maloy will lead the Taxpayer First Act office, which is carrying out that law's mandate to revamp the IRS.
February 05, 2021
George Connolly Rises at Securian Individual Solutions: Personnel MovesNorthwestern Mutual has hired a cybersecurity chief. NAIFA has a new policy director.
February 05, 2021
Sidecar Health Raises $125M for Indemnity Plan Reboot: DealsTellus and Zander have affiliated. Integrity Marketing has gone shopping in Florida.
February 05, 2021
COVID-19 Claims Seep Into More Insurers' EarningsCompanies now say the effect on life and disability claims is more than just a rounding error.
February 04, 2021
GPB Capital CEO, 2 Others Arrested in Scheme That Bilked 17,000 InvestorsThe SEC and seven state securities agencies also filed regulatory actions tied to the $1.7 billion scheme.
February 04, 2021
Creative Planning Strikes Its Biggest Deal to DateThe RIA has acquired the retirement division of Iron Financial, which has $6 billion in assets.
February 04, 2021
Millennial Estate Planning Surges During Pandemic: SurveyIn their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
February 04, 2021
MassMutual Under Investigation Over 'Roaring Kitty'Massachusetts regulators are "looking into whether or not MassMutual should have been aware" of its ex-advisor's activities.