New Program Can Help Supplemental Insurance Holders Start Claim Process
By Allison BellA UnitedHealth unit says a team can help a worker collect critical illness, hospital indemnity or accident benefits.
July 12, 2018
Fidelity Launches Model Portfolios for AdvisorsFidelity Model Portfolios debuts with five different portfolios consisting of 7 to 12 Fidelity funds, based on risk tolerance.
July 12, 2018
'Solid' Results Expected From Large Financial Firms in Q2The geopolitical environment is risky but the banks' fundamentals are strong, analysts say.
July 12, 2018
Here's the Key to Attracting New Clients: SchwabFirms that use this strategy win 26% more new clients than those that don't, Jonathan Beatty tells ThinkAdvisor.
July 12, 2018
JPMorgan Whistleblower Gets Record $30M From CFTCThe case was settled in December 2015, when the bank agreed to pay $367 million for not disclosing that it was steering asset-management clients into investments that would be especially profitable to the company.
July 12, 2018
SEC Exam Unit Highlights Advisors' Best Execution FailuresFailing to disclose soft-dollar arrangements made OCIE's list.
July 12, 2018
Ascensus Acquires Two Retirement Plan TPAsOne of the administrators is in New Jersey. The other is in California.
July 12, 2018
Annuity Issuers Add Tools Aimed at RIA MarketNationwide and Great American have harnessed the power of Monte Carlo simulation systems.