Annuity Collections May Replace Swiss Army Knife VA Contracts
By Allison BellDistribution specialists say the compensation arrangements promote a mix-and-match approach.
October 30, 2018
Wealthy Donors' Average Giving Rose by 15% Since 2015: StudyA younger and more diverse pool of donors is reshaping the future of giving, U.S. Trust reports.
October 30, 2018
Demand Soars for Gender Lens InvestmentsInstitutional investors see an opportunity to remedy gender-specific social issues.
October 30, 2018
Joe Duran: Asking for Referrals Is 'Demeaning and Cheap'Here's a better way to get new clients, according to the United Capital CEO.
October 30, 2018
SigFig Launches Digital Wealth Platform for AdvisorsThe technology handles front-, middle- and back-office administrative tasks, including paperless onboarding of new clients.
October 30, 2018
How the Partisan Divide Affects Charitable GivingVoters who live in counties with high political competition give less to charity, a study finds.
October 30, 2018
FINRA Fines LPL $2.75M Over Complaint Reporting, AML IssuesFINRA says the independent broker-dealer took too narrow an interpretation of which customer complaints needed to be reported.
October 30, 2018
Few Troops Choosing Military's New Pension AlternativeThe new Blended Retirement System includes a defined contribution account.