Traditional Variable Annuity Sales Rise 53% in Q4
By Allison BellStrong stock market performance tempted retirement savers out of the storm cellar.
February 28, 2025
SEC Staff Says Memecoins Are Like Collectibles, Not SecuritiesSellers do not need to register with the SEC, and buyers are not protected by securities laws.
February 28, 2025
Firm Hit With Reg BI Fine Over Private PlacementsFINRA fined Cova Capital Partners for recommending three private placements that weren't suitable for some investors.
February 27, 2025
Florida’s DeSantis Pushes Unusual Plan to Abolish Property TaxesThe proposal would require a constitutional amendment and overhauls of both state and local government budgets.
February 27, 2025
LPL Adds $1.15B Wells Fargo FiNet Team in CaliforniaTownsgate Wealth Management, founded in 2016, has grown into an ensemble practice serving wealthy investors.
February 27, 2025
Betterment Launches Solo 401(k) Solution for Indie Advisors and Business OwnersThe financial advisory firm's digital retirement product features paperless account opening and no setup fees.
February 27, 2025
Unum Finds Reinsurer for Block of Individual Long-Term Care PoliciesThe deal could eventually help increase the supply of new long-term care planning products.
February 27, 2025
State Street, Apollo Debut Private-Debt ETF in Breakthrough“This represents a seismic shift,” wrote Morningstar analyst Brian Moriarty.