MassMutual Expands Student Loan Refinance Program
By Bernice NapachThe program is now available to 2.6 million employees who have access to the firm's retirement plans.
February 03, 2020
FINRA Fines Wells Fargo Over Rep Who Churned in Elderly Client's AccountsWells Fargo didn't respond appropriately to red flags on the 88-year-old's account, FINRA says.
February 03, 2020
IRS Offers Older Taxpayers a Senior-Friendly Form 1040Form 1040-SR is easier to read and allows income reporting from sources common to seniors.
February 03, 2020
IRS to Send 12 Teams Out to Audit Micro CaptivesThe teams could look at 'several thousand' insurance arrangements.
February 03, 2020
WisdomTree Partners with Jeremy Siegel to Challenge 60/40 Strategy: Portfolio ProductsAlso, new AlphaCentric launched its LifeSci Healthcare Fund focused on biotech and healthcare sectors.
February 03, 2020
FINRA Plan Would Allow Capital Acquisition Brokers to Register as AdvisorsCABs could register as investment advisors if the advisory services are provided only to institutional investors.
February 03, 2020
Nontransparent ETFs: Transformational or Just Another Product?The first nontransparent ETF could start trading within weeks.
February 03, 2020
Protective Life Realigns OperationsProtective Life Corp. is using a new corporate structure to organize its operations. The Birmingham, Alabama-based subsidiary of Dai-ichi Life Holdings…