BondNav Continues to Attract RIA Attention
By Jeff Berman280 CapMarkets reports its fixed income platform growth doubled in past year not only due to new bells and whistles, but also advisor need for bond market products.
August 29, 2019
Andrew Sullivan to Lead Pru's U.S. OperationsThe company says Sullivan will focus on accelerating the company's financial wellness strategy.
August 29, 2019
The Big Short's Michael Burry Sees a Bubble in Passive InvestingRush into index funds has punished small-cap value stocks; "there is all this opportunity, but so few active managers."
August 29, 2019
Frequent Senior Market Firm Buyer Gets More CashHarvest Partners says it hopes to help Integrity Marketing 'continue its impressive trajectory.'
August 29, 2019
Focus Partner Firm Buys $650M RIAThe deal means The Colony Group should have 14 offices in seven states with more than 195 team members.
August 29, 2019
Ed Slott: IRS Ruling Could Alter RMD TimingA ruling on uncashed distribution checks may require advisors to be more careful with RMDs.
August 29, 2019
Lincoln's New MoneyGuard Product to Be Great for 121-Year-OldsThe company is updating the product to comply with new reserving regulations.
August 29, 2019
Principal Implements Accenture PlatformThe life insurer chose the ALIP system almost three years ago.