Fewer Workers Have Employer-Sponsored Life Benefits: LIMRA
By Allison BellBut researchers found good news for agents in the individual market.
June 02, 2020
5 Ideas From a Retirement Expert's New Paper, for Annuity SellersOlivia Mitchell, a professor at the Wharton School, says that COVID-19 has seriously damaged defined benefit pension plans.
June 02, 2020
Private Equity Firm Takes Minority Stake in CaptrustGTCR will hold two of the wealth firm's nine board seats; Captrust executives and employees keep their majority interest.
June 02, 2020
RIA in a Box, Morningstar Team With Fintech Firms to Assist Advisors: Tech RoundupAlso, AI-driven Envestnet Connect is unveiled, and TD Ameritrade introduces Thinkorswim Web.
June 02, 2020
CBO: U.S. Economy Won't Recover Pandemic Losses Until 2030The preliminary projection says nominal GDP will be reduced by $15.7 trillion during the interim.
June 02, 2020
Jeremy Siegel: George Floyd's Death, Riots Will Have Minimal Election ImpactThere may be a "slight benefit" for the Democrats, based on current political market odds, he says.
June 02, 2020
DOL Fiduciary Rule Reboot Lands at OMBThe rule is intended to align with SEC's Reg BI.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.