Life Settlement Group Moves Headquarters to Washington
By Allison BellLISA has also hired an association management firm and named a new executive director.
April 23, 2019
SoFi Is Said to Be Closing New $500 Million Funding RoundThe funding is said to come from the Qatar Investment Authority, the state-owned holding company from that Mideast country.
April 23, 2019
Centerbridge May Buy Advisor Group for $2B: ReportBut a deal between the private equity firm and the independent broker-dealer group hasn't been finalized.
April 23, 2019
5 New Facts About Social Security's 2018 EarningsThe gorilla of all annuity gorillas has $2.8 trillion in fixed-income assets, and 178 million customers.
April 23, 2019
Roubini: 8 Risks That Could Trigger the Next CorrectionThe economist says one should not assume that the current enthusiasm will last the year.
April 23, 2019
Why an LPL Advisor and His Virtual Admin Are CelebratingThrough a long-distance program, Rick DiStefano is working with Veronika Thruston to increase business and eliminate headaches.
April 23, 2019
CFP Board Maps Out Ethics and Standards, With ChartsThe board's new Roadmap gives financial planners simple breakdowns of complicated processes and client meetings.
April 23, 2019
Medigap Agents More Likely to Sell Life and Indexed Annuities: Agent LinkMedicare Advantage agents are a little more likely to sell property & casualty products.