Advisor Group Adds Financial Planning Tools to eQuipt Platform
By Blake FrenchThe eQuipt FP offering enables advisors to provide services on a one-time or ongoing basis.
June 12, 2019
Tax Law Alters Advisor-Client Conversations About Charitable GivingHalf of advisors in a Fidelity Charitable poll said clients increased their giving overall.
June 12, 2019
Colonial Penn Adds 3 Life Policy Early Payout RidersThe riders are now available in 21 states.
June 12, 2019
Integrity Marketing Buys AgainIntegrity Marketing says it now has relationships with about 200,000 independent agents.
June 12, 2019
LifeShield Agrees to Acquire Individual Assurance Company ParentLifeShield is part of the same corporate group that owns MidFirst Bank of Oklahoma City.
June 12, 2019
Paul Tudor Jones Says Buy Stocks on Prospect of Market HighsThe trade is part of a standard playbook he calls "first rate cut 101," which includes being long rates, gold and "at some point short the dollar," Jones said..
June 12, 2019
Senate Working to Pass Secure Act Retirement Bill: GrassleySenate Finance Committee Chairman Chuck Grassley tells ThinkAdvisor that timing is uncertain, and lays out three possibilities.
June 11, 2019
10 Key Regulation Best Interest Points, for AgentsStandardized compensation disclosures would be OK. Some sales-based incentives would be OK.