Want New Clients in Your Neighborhood? Consider SmartAdvisor
By James J. GreenOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 16, 2018
SEC Charges Theranos, CEO and Former President With Fraud: EnforcementIn other enforcement actions, an insurance agent is arrested in California in a $1.6 million fraud scheme targeting elderly.
March 16, 2018
Whales, Minnows Swim in Different Health Plan Waters: EBRIThe benefits think tank's new report on self-insurance may make some waves.
March 15, 2018
Georgia May Let Insurers Skip Paying Some Health CommissionsGeorgia House Bill 64 would require issuers to offer the commission levels included in rate filings.
March 15, 2018
DOL Fiduciary Rule Struck Down by Appeals Court'DOL has made no secret of its intent to transform' the trillion-dollar retirement market, wrote Judge Edith Jones.
March 15, 2018
10 Ways to Protect Against Sexual Harassment in the WorkplaceDavid Gabor, a partner at the Wagner Law Group, which specializes in employment and business law, offers his recommendations.
March 15, 2018
How Advisors Can Best Serve HNW Real Estate Investors: Wealth-XThe real estate investment landscape is undergoing significant changes.
March 15, 2018
Merrill Shifts Execs, Resources to Better Serve Ultra-WealthyThe news comes about two weeks after rival Morgan Stanley moved to form a 66-member team to serve UHNW clients.