IRI General Counsel Covington to Lead Surety Group
By Melanie WaddellLee Covington will become president of The Surety & Fidelity Association of America on Oct. 1.
July 19, 2018
Cryptocurrencies Aren't Big Enough to Pose a Threat: Fed's PowellThe Federal Reserve lacks jurisdiction over cryptocurrencies and does not wish to provide oversight.
July 19, 2018
Data Analytics Firm Develops Variable Annuity GLWB Value RatioThe highest GLWB benefit value number analysts calculated was 38% higher than the lowest.
July 19, 2018
On Philanthropy, Here's What Clients Want (and Don't Get) From AdvisorsA U.S. Trust survey found a disconnect between advisors and clients on how to address charitable giving.
July 19, 2018
OneAmerica Adds Retirement Plan Tailor OptionThe new adaptive account program could improve how well asset allocations fit participants' needs.
July 19, 2018
House Panel Passes Social Security Online Tools ActA House panel plans a hearing Wednesday to examine changes to the Social Security disability appeals process.
July 19, 2018
Bigger Is Better, but More Complicated, for RIAs: CerulliBeyond the $1 billion asset threshold, RIAs require an "entirely new set of competencies to remain competitive," Cerulli says.
July 19, 2018
Raymond James Taps New Southeast Chief: Recruiting RoundupMeanwhile, RBC adds a $425 million team from Merrill Lynch, and Commonwealth Financial picks up a $120 million group from Ameriprise.