Prudential Joins Effort to Sell New Way to Tap Retirement Assets
By Allison BellThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.
January 14, 2025
IRS Releases Roth Catch-Up GuidanceNewly proposed regulations answer some major questions created by Secure 2.0.
January 13, 2025
Jeremy Siegel: Beware of 'Overly Optimistic' Growth ExpectationsA market correction is possible as investors adjust to more moderate returns, the Wharton economist says.
January 13, 2025
Robinhood to Pay $45M to Settle SEC ClaimsRobinhood "failed to observe a broad array of significant regulatory requirements," the SEC says.
January 13, 2025
Schwab, 11 Other Firms to Pay $63M in SEC Texting CrackdownEmployees used personal devices to communicate internally and externally by text messages, the SEC said.
January 13, 2025
RILAs Will Still Be King of the Annuity Hill, LIMRA PredictsTraditional variable annuity products might be coming up from the valley of despair.