Advisors Who Use More Tech Tend to Outperform: Cerulli
By Michael S. FischerThe gains over a three-year period are in client acquisition and assets under management, research found.
April 26, 2024
New Bill Halves Estate TaxThere is some bipartisan agreement that estate tax laws should make allowances for small businesses, Jeff Bush says.
April 26, 2024
SEC Probing Firms Hit by Massive MOVEit CyberattackThe agency has dispatched dozens of sweep letters to companies affected by the hack, which affected 2,770 organizations.
April 25, 2024
DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' CloutOfficials want them to help agents and brokers provide conflict-free advice.
April 25, 2024
Industry Players Weigh In on the DOL's New Fiduciary DefinitionAnnuity distribution veterans, regulation backers and harsh critics look at what comes next.
April 25, 2024
Fidelity's HSA Assets Set RecordYoung account holders are more likely than older ones to invest their funds, the brokerage giant found.
April 25, 2024
AssetMark Sold to PE Firm for $2.7BBased in California, AssetMark has about $117 billion of assets on its platform and serves 9,300 financial advisors.
April 25, 2024
Finseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation PathLabor's attempts to address the insurance industry's concerns were merely "cosmetic," Marc Cadin says.