Q2 Sales of Traditional Variable Annuities Rose 25%
By Allison BellRetirement savers were willing to face more volatility for a chance to earn higher returns, according to LIMRA data.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 29, 2026
Economists Question Workers' Ability to Make Income Option ChoicesRetirees with cancer were too likely to stick with the default choice, a team concludes, costing them more than $20,000.
July 29, 2026
What Investors' Evolving Online Behavior Means for Advisor GrowthWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.
July 29, 2026
Fed Holds Rates Steady, Three Officials Favor a HikeThe Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%.
July 29, 2026
Carson Group Scoops Up $1.8B Wells Fargo FiNet TeamThe firm is acquiring New Hampshire-based Doyle and Loughman Wealth Management, its largest wealth-focused transaction to date.