Life Insurers' Commercial Mortgage Investments Did OK in Q3: Trepp
By Allison BellLife insurers' hotel and motel mortgage loans performed better than the average commercial real estate mortgage loan they held.
November 30, 2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: ReportClients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.
November 30, 2020
Group Calls for Limiting Power of BlackRock, Vanguard & State Street"Outsized footprint" of Big Three "poses new issues" for U.S. economic competitiveness and financial market stability, says American Economic Liberties Project.
November 30, 2020
NASAA Adopts Rule on CE Credits for Investment AdvisorsThe group's model rule requires IARs to take 12 hours of continuing education each year.
November 30, 2020
Genworth, China Oceanwide Push Deal Deadline BackThe companies said they have received almost all of the regulatory approvals they need.
November 30, 2020
Fidelity Plans to Merge 3 Funds, as Assets Hit $3.5TOne planned fund merger affects the flagship Magellan fund; meanwhile, the number of new RIA client accounts grew 164% from last year.
November 30, 2020
New Advisor Designation Drawing CriticismMichael Kitces questions whether clients would really seek out an Accredited Behavioral Finance Professional.
November 30, 2020
14 Biggest Advisor Mistakes That Hurt GrowthMany successful advisors tend to forget (or ignore) the very behaviors that helped make them so prosperous and persuasive with clients.