Edmund Murphy III to Lead Great-West's US Life Unit
By Allison BellMurphy has roots in Merrill Lynch, Fidelity and Putnam Investments.
February 11, 2019
AssetMark Launches 'Bucketed' Framework for Retirement Clients: Portfolio ProductsMeanwhile, Catalyst Funds debuted a fund that invests in securities backed by assets like aircraft, student loans and mortgages.
February 08, 2019
What's Next for Advisors? Envestnet Betting on Voice TechExecutive Frank Coates breaks down the power of analytics today and what voice-enabled tools will look like tomorrow.
February 08, 2019
Why Hybrid TDFs Are Gaining Traction: PGIMNet flows into hybrid TDFs have increased by over 400% in the past three years.
February 08, 2019
3 Big New Life Marketing Moves: Ethos, MassMutual, ForestersA new deal could help a web broker offer its term life program to 3,500 financial institutions.
February 08, 2019
Maryland Introduces Fiduciary Rule as Part of a Broader Consumer BillMaryland is one of a growing number of states to consider fiduciary rules for broker-dealers and other financial agents.
February 08, 2019
Final SEC Reg BI Plan Likely in 3rd Quarter, Says IAA ExecutiveNeil Simon, the Investment Adviser Association's top lobbyist, says that despite delays, "it's going to happen."
February 08, 2019
The Medicare Plan Market Is Alive!Here are numbers that show why issuers in the market still like to talk to agents.