Integrity Marketing Acquires New Horizons
By Allison BellNew Horizons may be best known for its Medicare plans, but it also offers other life, health and annuity products.
July 21, 2020
Schwab Charitable Donors Granted 33% More Money This YearFrom January through June, grants rose 46% from a year earlier.
July 21, 2020
What's Wrong With Advisors' Retirement Planning Models, and How to Fix ItFor example, most advisors underestimate client life spans, David Blanchett of Morningstar says.
July 21, 2020
5 Things Congress' Own Retirement Analysts Are Saying About AnnuitiesOne of the CRS analysts' ideas: Make retirement plan participants decide about annuitization early.
July 21, 2020
Income Annuity Buyers May Be Getting More PatientCannex is also seeing more interest in single-life contracts
July 21, 2020
Judy Shelton Moves a Big Step Closer to Joining Fed BoardA Senate Banking panel voted in favor of the economist, who has questioned the Fed's authority.
July 21, 2020
UBS to Pay Over $10M for Muni ViolationsThe firm circumvented the priority given to retail investors in certain municipal bond offerings, SEC claims.
July 21, 2020
SEC Nominee Crenshaw Details Reg BI Compliance PrioritiesFirms need to be held accountable when they fail to comply, Crenshaw said at her nomination hearing.