Individual Life Has Assumption-Change Headaches: Prudential
By Allison BellLincoln Financial, meanwhile, is talking about the effects of falling rates on annuities.
August 02, 2019
Family Office Growth Surges in US and GloballyFamily offices have $5.9 trillion under management, Campden Research reports.
August 02, 2019
New York State Implements Best-Interest Standard for Annuity SalesExpected next year: a New York state fiduciary rule for securities sales.
August 01, 2019
SEC Hits Commonwealth for Failure to Disclose Revenue Sharing ConflictsThe regulator alleges the IBD breached its fiduciary duty by not disclosing $100 million obtained via a revenue-sharing deal tied to mutual funds.
August 01, 2019
High-Earning Female Investors Defy Stereotypes: SurveyA FlexShares report shows why advisors should question gender-based assumptions in both financial and personal life.
August 01, 2019
Chalice Launches Reg BI Compliance ServicesThe membership-based group says it is responding to advisors' requests for compliance and legal support.
August 01, 2019
Ohio National Fighting to Avoid FINRA ArbitrationThe insurer faces a new lawsuit filed by Kestra Financial's parent firm over its decision to stop paying advisors certain annuity commissions.
August 01, 2019
Vanguard Reopens Dividend Growth Fund, Increases Access to Alternative FundsThe changes affect both retail and institutional investors.