College for Financial Planning Starts SRI Training
By Janet LevauxAbout 20% of U.S. AUM is now tied to sustainable, responsible and impact investing.
October 09, 2018
Annuity Issuers Are Using This Move to Save MILLIONSFour insurers have persuaded the SEC to streamline a key index-linked product filing requirement.
October 09, 2018
Morningstar's September Winners & LosersAnalysts assigned new ratings to four U.S. funds and — new as of last month — six SMAs.
October 09, 2018
'Undertakings' Against Theranos, Musk Show SEC Enforcement MuscleThe SEC's enforcement tools go beyond fines. Undertakings are intended to correct future behavior.
October 09, 2018
National Western Agrees to Acquire Ozark NationalNational Western has agreed to pay $203 million for the life insurer and a fund distribution affiliate.
October 09, 2018
IMF Cuts Forecast for Global Growth as Trade War Takes TollFund downgrades world outlook for first time since July 2016; turbulence in emerging markets another major factor, IMF says.
October 09, 2018
JoAnn Martin of Ameritas to Lead ACLIThe new head of the life insurers' group has many years of experience in tax accounting.
October 08, 2018
Will the Stock Selloff Continue? Watch These 3 IndicatorsThese are the markets that DataTrek Research co-founder Nick Colas is watching.