United Capital Delivers a Richer Digital Client Experience
By Emily ZulzUnder the new client experience system, firms no longer need to transition their client data to a new CRM.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 19, 2018
Atria to Buy IBD Cadaret GrantThe deal, which is supported by Lee Equity Partners, should add some 900 advisors and about $23 billion in assets under administration to its base of 500 reps with some $30 billion.
April 19, 2018
Here's How Much 2018 Retirees Will Pay for Health Care: FidelityYear-over-year health care costs were relatively flat, Fidelity's cost estimate shows.
April 19, 2018
AXA Equitable Gets Closer to IPOThe company says it will use senior note financing to get itself in shape for a more independent existence.
April 19, 2018
Cigna-Express Scripts Deal to Face Justice Department ReviewA top official says 'vertical deals' require too much federal compliance monitoring.
April 19, 2018
Meet Your Multiemployer Pension Nightmare: Actuary to LawmakersA witness told members of a new committee that 1 million people could soon face 90% benefits cuts.
April 19, 2018
Democrats Unified Against Trump but Torn on Election AgendaA Democratic strategist says many voters would rather have affordable health insurance than a modest tax cut.