Record Number of Millionaires in Fidelity 401(k) Plans, IRAs
By Nick ThorntonAverage balances hit record highs, due not only to the bull market but plan design and better participant habits.
February 13, 2020
Orion, MaxMyInterest Give Advisors New Client Cash SolutionThe new integration with Orion Advisor Tech helps advisors find better ways to deliver higher yield on cash.
February 13, 2020
Wells Fargo Shares Details on New Sexual Harassment Policy"We have achieved momentum," said financial advisor Rachel Robasciotti.
February 13, 2020
NASAA Proposes CE Requirement for Investment Advisor RepsThe state regulators would require 12 hours of training a year for IARs.
February 13, 2020
SEC Issues Updated FAQs on Reg BI, Form CRSThe FAQs address accredited investors, dual registrants and affiliate relationships.
February 13, 2020
Stifel Nabs $332M Merrill Reps in TexasMeanwhile, a Woodbury Financial Services affiliate adds a father-daughter team with $115 million in North Carolina.
February 12, 2020
Young People Applied for Life Insurance: MIBOverall application activity was also up, the group says.
February 12, 2020
Health Sharing Still a Force at ICMG ConferenceOne of the group's innovations is an attendee list page that lets users sort the list by title.