Investors May Have a False Sense Of Security: Natixis
By Emily ZulzLow interest rates and subdued volatility may have given investors unreasonable expectations, Natixis says.
November 20, 2018
New Rules Could Prevent Annuity Derivatives BlightSSAP No. 108 could help keep insurers interested in offering variable annuities.
November 20, 2018
SEC Fines Advisory Firm for Failing to Give Promised Fee DiscountsBy not giving fee-breakpoints, Retirement Capital Strategies "improperly calculated advisory fees and thereby overcharged certain clients," the SEC said.
November 20, 2018
Producer Groups Sue Over New York State Sales Standard RegsThe Nov. 6 election results may hang over the courtroom.
November 20, 2018
First Ascent Nears $300M Goal; Gets $1.5M in New FundingScott MacKillop says unique approach to portfolio management makes it "fastest growing TAMP from scratch."
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 20, 2018
Eric Cioppa to Lead State Insurance Regulator GroupThe Maine official will be a key player in health insurance regulation and annuity sales standard efforts.
November 20, 2018
Goldman Says It's Time for Equity Investors to Boost Their Cash"Cash will represent a competitive asset to stocks for the first time in many years," writes Goldman's chief U.S. equity strategist David Kostin.