The Best Performing Robo-Advisors of 2018
By Bernice NapachFor the first time, the latest Robo Report also includes three-year performance numbers.
February 22, 2019
AXA Equitable Offers Teachers Asset Allocation With a 10% Market Drop BufferThe company will start out offering the feature with its Equi-Vest group variable annuity contract.
February 22, 2019
Here's What Life and Health Insurers Plan to Do to Their Sales and Marketing TeamsAnalysts at Jacobson Group and Aon found that the insurers also plan to do this to their information technology teams.
February 22, 2019
U.S. Life Insurers Could Handle Another 2009: FitchThe firm predicts 'Great Recession' conditions would cut average capitalization levels by just one rating category.
February 22, 2019
Elon Musk Turns to Morgan Stanley for 5 Monster MortgagesThe billionaire recently took out $61 million in mortgages on five properties. The Morgan Stanley loans represent about $50 million in new borrowing.
February 22, 2019
Nevada Fiduciary Plan Has DOL Rule SimilaritiesThe state fiduciary plans are worrisome, former Labor official Phyllis Borzi tells ThinkAdvisor.
February 22, 2019
FINRA Bars and Fines Rep for Taking Money From a Client: EnforcementAlso, FINRA fined Cetera Advisor Networks for failing to respond to red flags of mutual fund switching.
February 21, 2019
DOL's Acosta Broke Law as US Attorney by Giving Jeffrey Epstein Sweetheart Deal: JudgeEpstein pleaded guilty to two prostitution charges and served 13 months in Palm Beach County jail.