SelectQuote Sees Drop in Medicare Plan Sales Due to Payment Delay
By Allison BellThe agency will enter the annual enrollment period with fewer new agents than it wanted.
September 16, 2024
Glenmede Sues Longtime Portfolio Manager Over Surprise ResignationGlenmede Trust alleges Michael Gallagher breached agreements by trying to lure clients to follow him.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 16, 2024
Firm Violated Reg BI With Class A Mutual Fund Switches: FINRASecurities Research Inc. of Florida must pay more than $100,000 for not supervising a rep's short-term switches.
September 16, 2024
Columbia Threadneedle Launches Two High-Yield ETFsWith rate cuts coming, the ETFs address a rising demand for high current income, the firm says.
September 16, 2024
'Boring Is Good': BofA Strategist Favors Dividend StocksSavita Subramanian wants investors to avoid risks as markets remain on edge.
September 16, 2024
Consumers Still Want Long-Term Care InsuranceAbout 24% of high-income consumers surveyed said they're very likely to buy the product.
September 13, 2024
Fed Puts Life and Annuity Real Estate Under Magnifying GlassAnalysts estimate a severe crisis could cut 16 insurers' capital by more than 20%.