How Social Distancing Affects Advisors' Sales: Survey
By Michael S. FischerMost advisors and insurance agents are having difficulty finding new clients and selling more to existing ones, LIMRA says.
July 09, 2020
IRS Reminder: IRA Contributions Made by July 15 Are Deductible in 2019Taxpayers can file their 2019 tax return now and claim the deduction before the contribution is actually made.
July 09, 2020
Advisor Group Rolls Out Updated UMA PlatformThe news comes about five months after the group wrapped up its purchase of Ladenburg Thalmann's broker-dealers.
July 09, 2020
Supreme Court: N.Y. Grand Jury Can Get Trump's Tax ReturnsBut the justices ruled in another decision that Trump's accounting firm and banks don't have to turn them over to Congress.
July 09, 2020
PPP 'Pig-Out' Complicates New Stimulus Bill's Timing: ValliereThe news that billions of dollars have flowed to well-connected firms that don't need money has "embarrassed Congress," he says.
July 09, 2020
RGA Agrees to Sell a Dutch Life SubsidiaryThe reinsurer plans to sell a small life and annuity subsidiary in the Netherlands.
July 08, 2020
Bluestone Life Hires a PresidentCarey Earle was a branding executive at National Life Group.
July 08, 2020
SEC Committee Meeting to Focus on Diversity in Asset ManagementThe Asset Management Advisory Committee meeting is set for July 16.