Commonwealth Expanding Menu of VIP Options in 2021
By Jeff BermanCommonwealth Connect and Brand Studio are two areas of focus for the firm in 2021 and beyond.
November 20, 2020
Regulators, Lawmakers Eye Agent Commission Accounting RulesA proposed update could affect insurers that use outside companies to pay trail commissions.
November 20, 2020
Roger Ferguson Jr. to Retire as TIAA CEO: Personnel MovesThrivent, The SCAN Foundation, Unum, Anthem and Cornell Capital also have personnel moves news.
November 20, 2020
Are Some COVID-19 Test Providers Price Gouging?Insurers see 12% charging out-of-network patients rates more than three times higher than the in-network rate.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 19, 2020
What to Expect From the SEC Under BidenBiden will likely pick an SEC chair more in the vein of former SEC Chairwoman Mary Jo White than Jay Clayton.
November 19, 2020
Fidelity, Vanguard Rank Lowest in Morningstar's New ESG RatingThe ESG Commitment rating measures how asset managers integrate ESG factors into their strategies.
November 19, 2020
SEC: Compliance Officers Need More AuthorityA new Risk Alert flags numerous areas where advisors are falling short on the Compliance Rule.