'Boring' Year Ahead for Merrill Comp Plan Changes, Exec Says
By Janet LevauxAfter lots of tinkering over the past two years, the Thunder Herd's Growth Grid should see little change in 2020, an executive says.
July 17, 2019
Global Atlantic Adds Income Planning CampaignThe campaign includes a website for consumers and a site for advisors.
July 17, 2019
HSA Plans Can Offer No-Deductible Blood Pressure Monitors: IRSThe IRS will also let HDHPs put other chronic care products and services in the preventive care package.
July 17, 2019
Effects of Corporate Restructuring on Pension Benefits Not Entirely Clear: GAO"Limited data" is making it hard to understand the full impact on a broad basis.
July 17, 2019
Kestra Launches Succession Planning UnitBluespring Wealth Partners will acquire experienced RIA and wealth management firms with at least $1 million of earnings.
July 17, 2019
Merrill Says RIA Option Is a No-GoIts offerings are "not a strategy that can be delivered on an independent platform," an executive said.
July 17, 2019
Integrity Marketing Acquires Another Senior Products DistributorThe acquired company has been producing about $500 million in new annualized premiums per year.
July 17, 2019
Cybersecurity (Again) Is Advisors' Top Compliance ConcernAn IAA and ACA Compliance Group poll reveals RIAs also worry about advertising and marketing rules.