Annuity Issuers Still Struggling to Protect Asset Share: SIFMA
By Allison BellContract asset growth has been strong, but growth in IRAs and employer-sponsored plans has been stronger.
December 13, 2024
Fee War Kicks Off for One of Wall Street’s Hottest ETF TradesLeverage Shares touted fees of 0.75% — lower than all its competitors — on leveraged Tesla and Nvidia funds.
December 13, 2024
Retail Direct Channels Are Gobbling Advisors' Market Share: CerulliOne reason is their success at retaining 401(k) and IRA assets.
December 13, 2024
San Antonio Advisor and Radio Host Charged With Obstructing FBI ProbeBrooklynn Chandler Willy was arrested and jailed on allegations she produced false documents in response to a subpoena.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 13, 2024
Cantor Fitzgerald Pays SEC $6.75M for Alleged SPAC AbusesThe firm, led by Howard Lutnick, misled investors in two blank-check firms, the regulator says.
December 13, 2024
Senators Delay Crenshaw Vote, Increasing Odds of All-GOP SECThe commissioner dissented to spot bitcoin ETF approval and supports stricter climate-related disclosure rules.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.