California Fires Have Advisors Scrambling to Aid Clients
By Janet LevauxAdvisors in the state are doing all they can to support clients as many of them face evacuations and other risks themselves.
October 28, 2019
Merrill Adds 40 Non-BofA Model PortfoliosThe products, from BlackRock, JPMorgan, Franklin Templeton and Natixis, include passive and active funds.
October 28, 2019
Morningstar Teams With Millennium Trust on Mutual Funds: Portfolio ProductsAlso, TD Ameritrade adds ESG options to its 529 College Savings Plan.
October 28, 2019
Globe Life Posts First Earnings Under New NameThis company increased the number of agents in its distribution networks.
October 25, 2019
Producer Recruiting Slump Nips Aflac's U.S. SalesThe company wants to expand sales of true group life and disability, as well as dental and vision.
October 25, 2019
Funds Leaving Fisher Now Top $3BA Texas pension group is the latest to take its assets elsewhere in the wake of Ken Fisher's crude remarks at a recent industry event.
October 25, 2019
FINRA Says BDs Must Continue Yearly Compliance MeetingsAfter a retrospective review, the compliance meeting will remain intact.
October 25, 2019
LPL Has 'Reduced Pricing' to Help Advisors: CEOLPL chief Dan Arnold discussed the firm's new services for advisors, like outsourcing, and how it is adapting to the commission-cutting trend.