Indexed Annuities Could Move Into Retirement Plans Soon
By Allison BellDeloitte analysts predict the eligible contracts will have to offer guaranteed lifetime benefits.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 21, 2026
Choreo Adds $1.3B via Dual AcquisitionThe RIA agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group.
January 21, 2026
Osaic Forerunner Wins Major FINRA Case Tied to Ex-BrokerThe case involved tens of millions in damage claims that Triad Advisors failed to adequately supervise James Walesa.
January 21, 2026
Schwab Sees 'Record Engagement' in Q4: CEORick Wurster also said the firm will offer access to prediction markets "if it becomes of client interest."
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 20, 2026
$1B Team Departs Raymond JamesRegulatory filings show the firm, led by Benjamin Cohen as managing partner, will custody with Schwab and Fidelity.
January 20, 2026
FINRA Sends Revised Outside Business Activity Rule to SECFINRA's new plan clarifies "a number of sticking points," including supervisory requirements for outside RIA activity, says ACA's Cooke.