Cetera Offers 401(k) Advice via Fee-for-Service Model
By Ginger SzalaThe service will bundle 401(k), financial and consulting advice in a single payment.
October 22, 2019
Biggest Quarter Ever for RIA Deals: DeVoeThis year's transaction count has already surpassed that of 2018, the new Nuveen/DeVoe RIA Deal Book says.
October 22, 2019
Raymond James' RIA Group Adds Free TradesThe move affects advisors affiliated with its Investment Advisors Division, not its broader indie and employee channels.
October 22, 2019
Bill Lester to Succeed JoAnn Martin at AmeritasMartin recently ended a term as chair of the American Council of Life Insurers.
October 22, 2019
John Rugel to Run Global Atlantic's New Business Service and OperationsRugel has been the senior vice president of life and annuity operations at Allstate.
October 22, 2019
Society for Insurance Research Members Pan for Idea Gold in CharlotteOne session topic was how to use health risk assessment data without coming off as creepy.
October 22, 2019
Senators Aim to Get Secure Act Passed by Year-EndLawmakers are attempting to attach the bill to spending legislation to get it passed, an aide to Sen. Rob Portman says.
October 22, 2019
DOL Floats Rule on Electronic Disclosures for Retirement PlansLabor expects the rule to create $2.4 billion in cost savings over the next 10 years.