Hightower Stakes $800M Denver Wealth Firm
By John ManganaroFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.
December 12, 2024
UBS Reorganizes U.S. Wealth Management Unit in Growth PushThe structure of wealth advisors in the U.S. will move from two divisions to four regional units.
December 12, 2024
Nearly Half of Gen Xers Have Done No Retirement Planning: SurveyJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.
December 12, 2024
Meet the 2024 Luminaries WinnersThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
December 11, 2024
MetLife to Create Life and Annuity Funding VehicleThe insurance giant will use Chariot Re to reinsure $10 billion in in-force annuities.
December 11, 2024
States to Federal Medicare Program Managers: Please Talk to UsConsumers are not the only ones who sometimes feel lost in the enrollment maze.
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.