Big Index Changes Are Coming Soon, and Many Advisors Are Unaware
By Sarah PonczekMany big media and tech stocks, including Disney, Facebook and Google, will be affected.
July 13, 2018
Mason, LiST and Windsor: 3 New Life Settlement AnnouncementsMason Finance now has a license to provide life settlements in California.
July 13, 2018
JPMorgan Tops Estimates, as Dimon Says Trade War Could Weigh on ConfidenceShares of the company drop even after profit beats analysts' expectations; tariff fallout isn't affecting business activity so far, accordingn to Dimon.
July 13, 2018
SEC Charges Firms That Used 'Squeaky Clean' Testimonial Service: EnforcementThe marketing firm advertised the testimonial program as "100% compliant."
July 13, 2018
Wells Fargo Misses Earnings Estimates, Reports $114M Wealth-Unit RefundNet income retreats 11% to $5.2 billion; bank's average loans in quarter lowest in more than two years.
July 13, 2018
Cloud Storage Helps FINRA Process 'Unprecedented' Amount of Market Activity"Our staff has access to petabytes of data in seconds or minutes," FINRA's tech chief says.
July 12, 2018
Independent Marketers Post Higher Final Expense Life SalesThe average age of a purchaser was about 63, according to new Life Insurers Council data.
July 12, 2018
Firm Completes $129.6 Million LTCI Commission Receivables SecuritizationA team at KeyBanc Capital Markets handled the transaction.