Mercer Taps RIA Veteran for New Role, Cetera Promotes Exec: Recruiting Roundup
By Janet LevauxMartine Lellis has 18 years of experience in financial services business, while Connie Gregory has more than 25.
January 16, 2020
SEC Commissioner Robert Jackson to DepartThe Democratic commissioner will leave his post on Feb. 14.
January 16, 2020
UnitedHealth Execs Happy With 2020 Medicare Advantage NumbersThe company's executives also talked about the flu.
January 16, 2020
Domestic Terror Bill Could Lead to Life and Annuity Asset FreezesJosh Gottheimer's bill uses a definition of 'financial institution' that includes insurance companies.
January 16, 2020
NAIC Prepares to Collect State-by-State LTCI Rate DataSome officials say the 'tough states' are shifting residents' LTCI claim costs to LTCI policyholders in other states.
January 15, 2020
The Importance of 3 Sources of Retirement Income: StudyOnly 7% of retirees benefit from the ideal 'three-legged stool,' the National Institute on Retirement Security reports.
January 15, 2020
Repeat Buyers Led 2019 M&A Charge in 2019: TD AmeritradeRIA deals surged 60% from 2018, a new study finds.
January 15, 2020
World's Largest Asset Manager Doubles Down Against Climate Change"I believe we are on the edge of a fundamental reshaping of finance," BlackRock CEO Larry Fink says in a shareholder letter.