How Advisors Can Satisfy Fee-Savvy Clients
By Emily ZulzThe good news: Investors are more willing to pay for advice than they were 10 years ago, Cerulli reports.
April 17, 2019
Unqork, an Insurtech Startup, Raises $22 MillionThe company's system lets insurers create company applications without writing code.
April 17, 2019
IRS Releases New Round of Regs for Opportunity Zone FundsThe latest regs are the most substantive to date and are expected to be the catalyst that unleashes investments in these funds.
April 17, 2019
Education Will Unleash Interest in Social Investing: BNY's NewtonThe need for evidence in impact investing "is a symptom, not a cause, of lack of investment," the investment firm says.
April 17, 2019
Valmark Reworks Life Sales Tool for N.Y. Best Interest EraThe Empire State plans to apply its new best interest standard to life insurance starting Feb. 1, 2020.
April 17, 2019
Fund Managers Are Positioned for Secular Stagnation: MerrillSeven in 10 investors in the fund manager survey said they don't expect a global recession until the second half of 2020 or beyond.
April 17, 2019
SEC, FINRA Plan Compliance Outreach Seminar for BDsThe program is to be held June 27 in Chicago and will focus on protecting retail investors, digital assets, cybersecurity and anti-money laundering.
April 17, 2019
Morgan Stanley Tops Estimates; Wealth Profits Rise 1%The bank has 15,708 registered reps -- up 26 from a year ago and 14 from the prior quarter -- with an average of $158 million in client assets. Rival Merrill Lynch's advisor headcount is 14,761 — down eight from the