TD Ameritrade Expands Gender-Identity Options on RIAConnect
By Janet LevauxThe platform, rolled out Monday, drew the attention of advisor Cait Howerton, who tweeted: "Gender isn't binary."
June 19, 2020
Center Asks NAIC to Look for Racial Bias in Life Insurers' MethodsThe center questions the use of factors such as employment class and education level in marketing, underwriting and pricing.
June 19, 2020
MetLife, RGA Exec Join Geneva Association Board: Association MovesThe Life Brokerage Technology has three new co-chairs.
June 19, 2020
John Hancock Hires LTCI Government Relations Specialist: Personnel MovesFinancial Fitness for Life, OneTeam, Addicus and other companies also have announcements.
June 18, 2020
Steward Adds $1.2B Team From Advisor GroupThe St. Louis-based wealth team also is the first to join Steward via its 1099 affiliation model.
June 18, 2020
CCO Hit by FINRA for Business Email InfractionsThe FINRA actions shows the importance of retaining electronic communications, Eversheds Sutherland attorneys write.
June 18, 2020
LPL Gives Advisors More Tech-Based Help ServicesSeparately, LaSalle St. rolls out a fund and annuity help desk, so advisors can service clients' "held away" assets.
June 18, 2020
Wells Fargo to Sell Alt Fund Platform to iCapitalWells Fargo will invest in iCapital as part of the deal.