Sequoia Financial and LJPR Financial Advisors Merge
By Bernice NapachThe new firm, which will retain the Sequoia name, will have close to $5 billion in AUM.
August 22, 2018
Bump in Japanese Government Bond Yields Leaves Life Insurers Wanting MoreA small, brief increase in rates did little to attract assets back home.
August 22, 2018
Millennials Prefer Savings Over Workplace Retirement Accounts: BroadridgeA survey from Broadridge reveals strong opportunities for financial advisors to better work with and educate younger clients.
August 22, 2018
Annuity Sales Move In an Amazing WayFixed annuity sales were up. So were overall variable annuity sales.
August 22, 2018
The Feds Have About 40 Financial Ed Websites. Steven Mnuchin Hates ThatAt the hearing where that came out, a Prudential executive said his company's in-house financial wellness program helped a lot.
August 22, 2018
Funerals Are Becoming One Last Extravagant Display of WealthYou can't take it with you, but you can go out in a gold-plated coffin.
August 22, 2018
Consumer Groups Lobby SEC to Drop Support of Mandatory ArbitrationPrivate lawsuits are crucial for protecting consumers and resolving disputes without government intervention, the group says.
August 21, 2018
U.S. Hospitals Keep Closing, With No End in SightThe CVS-Aetna deal could add to the pressure.