Mercer Advisors Acquires Sigma Investment Management
By Marlene SatterSigma has 270 clients and $500 million in AUM.
November 13, 2018
Tech Stock Selloff Roughest Since 2011The Nasdaq 100 dropped almost 3% on Monday, erasing the post-Election Day rally.
November 13, 2018
AssetMark Launches Digital Investment Management and Planning PlatformThe WealthBuilder platform helps advisors streamline and scale their businesses while helping clients plan, track and meet goals.
November 13, 2018
AXA Equitable Posts Strong Buffer Annuity SalesDerivative contract value changes hurt overall results.
November 13, 2018
For Full-Pay Customers, 2019 Health Bills Look Awful'High earners'' face higher premiums for individual major medical — and short-term policies with bigger deductibles.
November 13, 2018
Life-LTC Hybrids Confuse Regulators, TooThe confusion bubbled up when a task force was working on an LTCI shopper's guide update.
November 13, 2018
Former Treasury Official Campbell Joins Duff & PhelpsCampbell will advise the firm's clients on changes to financial policy, including tax reform and adjustments to Dodd-Frank.
November 13, 2018
Pensions to De-Risk Portfolios, Invest In Alts in 2019: SurveyA new survey from NEPC focused on how plan sponsors anticipate changing their asset allocation and investment strategies in 2019.