New Mexico Insurer Welcomes ACA Risk-Adjustment Freeze
By Allison BellOne of the five surviving CO-OPs says the risk-adjustment rules tend to hurt smaller, newer issuers.
July 10, 2018
Goldman Leans on Dealmakers for Wealth Management AmbitionsBank seeks $5 billion in new revenue over the next three years; the firm now has a mere 2% of the ultra-high net worth market.
July 09, 2018
Winning and Losing Asset Managers Grow Farther Apart: StudyIncreasing revenues no longer guarantee that profits will march in step.
July 09, 2018
Trump Attacks Pfizer Over Drug CostsThe president had predicted a wave of drug price cuts.
July 09, 2018
Kentucky to Allow 529 Plan Savers to Use Funds for K-12 TuitionThe new U.S. tax law expanded the use of 529 plan funds.
July 09, 2018
New Shortened Tax Form Coming for 2018The form, intended to be the size of a postcard, is about a page long, about half the size of the current form.
July 09, 2018
FPA Calls on Advisors to Participate in Research StudyThe study is focused on how to better understand investor behavior.
July 09, 2018
LPL Nabs Merrill Advisor, Author in Silicon ValleyThe development follows the recruiting of both a wirehouse team in New York and a former wirehouse recruiting executive.