RIA Mercer Selling Stake to Oak Hill Capital
By Janet LevauxThe news comes more than four years after Genstar Capital and the firm's leaders bought a majority stake from Lovell Minnick.
September 17, 2019
FBL Chief Executive to Retire Early Next YearJim Brannen has been with the company for 29 years.
September 17, 2019
Medicare Surcharge Changes: What Advisors Should KnowThe changes, effective in 2020, bring good news and bad news for retirees, says Ron Mastrogiovanni of HealthView Services.
September 16, 2019
Life Insurance Awareness Starts at Home: Idea FileA life insurance distribution veteran says agents should start by trying to protect the people they love.
September 16, 2019
IRS Offers Some Micro Captive Users 'Limited Settlement Offers'Taxpayers who have not received the letters 'are not eligible for this resolution,' officials say.
September 16, 2019
SEC Fines Prudential Units for Misleading Fund BoardsThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 16, 2019
Ex-Dynasty Exec Scott Welch Joins WisdomTreeAs CIO of model portfolios, he will head the firm's asset allocation team and investment committee.
September 16, 2019
Vanguard Releases New Framework to Calculate an Advisor's Value to ClientsThe framework, based on research involving clients of Vanguard's Personal Advisor Services, assigns a high value to emotional outcomes.