CFP Board Announces Enforcement Task Force Members
By Melanie WaddellThe task force, which will review and update the organization's enforcement practices, includes shareholder advocate Mercer Bullard.
September 01, 2019
State Averages for the 2020 Medicare Advantage Monthly Capitation PaymentsThese are some of the numbers at the heart of the Medicare Advantage plan system.
August 30, 2019
Planning Software Firm Adds Life Insurance Gap Finder ToolThe firm calls getting life insurance 'a fundamental starting point when building a long-term financial plan.'
August 30, 2019
What If Life Applicants Decline to Choose a Gender?An NAIC staffer is asking life insurers how they respond to consumers who identify themselves as being nonbinary.
August 30, 2019
Hunger for Voluntary Life Is Still Out There: OneAmericaMany who lack access to voluntary life said they wish they had it.
August 30, 2019
Vanguard Shares Stewardship Report Card for Its Companies, ItselfIf a firm puts people's health, safety or dignity at risk, it can pose a financial risk to investors, the fund giant says.
August 30, 2019
Don't Mix Target-Date Funds With Other Products: MorningstarTarget-date funds are best used as an "all or none" investment option, the firm says in its report.
August 30, 2019
John Hancock Reduces Expenses — Again: Portfolio ProductsAlso, new BNY Mellon Alcentra multi-asset credit fund is targeting retail investors.