Many Women Defer to Spouses on Big Financial Decisions: UBS
By Emily ZulzYounger women are even more willing than older women to leave long-term planning to spouses, a study found.
March 07, 2019
Financial Services Leaders Fail to Consider Tech as a DisruptorLeaders worry far more about disruptive effects of compliance, cybersecurity, Vuealta survey finds.
March 07, 2019
Trump Administration Starts Interstate Health Insurance Sales ProjectOne question for commenters is about what multistate compacts might do to health insurer consolidation.
March 07, 2019
Benefit Plans Should Send Notices to Claimants' Reps: EBSAThe DOL agency's new guidance could help claimant advocacy organizations.
March 07, 2019
UBS Promotes Advisors, Staff as It Targets BillionairesThe bank elevated 60 wealth advisors and 36 Americas staffers to managing director.
March 06, 2019
BlackRock Makes a Case for TIPSA slowing but growing economy, along with a Fed on hold, should boost the appeal of inflation-linked U.S. bonds.
March 06, 2019
FINRA Releases FAQ on 529 Plan Share Class Initiative, Extends Compliance DeadlinesThe regulator wants to allow firms sufficient time to consider the new guidance on its self-reporting program.
March 06, 2019
Wells Fargo Unleashes 'Category Killer' Succession ProgramThe program includes an award for retiring reps equal to 25% of yearly fees and commissions.