Model Law Project Could Help Insurers Divide
By Allison BellOne executive said her company would like to use the division process to acquire blocks of annuity business.
November 17, 2020
Advisor Group, Cetera and Other BDs to Pay $3M Over Sales of Risky ETPsThe firms' reps made unsuitable recommendations of volatility-linked products, the SEC said.
November 16, 2020
Tesla on Track to Join S&P 500Investors can weigh in on how the carmaker's shares should be added to the index in December.
November 16, 2020
Why Fidelity's New Advisor Platform Is a Big DealNo other firm offers anything quite like FMAX, but that will change quickly, industry watchers tell ThinkAdvisor.
November 16, 2020
Kitces.com Partners With Wealth Network on Advisor Education ProjectDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.
November 16, 2020
Investors With Advisors More Confident in Investment StrategyConfident investors were more likely to have recently dined in a restaurant or made travel plans, a Franklin Templeton–Gallup study found.
November 16, 2020
Private Health Insurance Market Competition Has Weakened: GAOConcentration may have increased the most in the small-group market.
November 16, 2020
Advisor Hunted by FBI Now Faces SEC ChargesThe advisor, missing since September, also faces a class-action suit and an IRS investigation.