Lighthouse Acquires Harbor Life Settlements Websites
By Allison BellMichael Freedman, the CEO, says the deal will boost his firm's lead-generation capacity.
July 08, 2024
Genworth Sues Trustee Over Life Insurance Claim DelaysThe insurer wants to avoid having to pay 6% interest on the death benefits for more than 60 days.
July 05, 2024
CAIS Cuts Fees, Seeking to 'Democratize' Alternative InvestmentsThe firm, which works with some 34,000 advisors, is cutting fees to as low as 0.05% for feeder investment funds.
July 05, 2024
Merrill Violated Reg BI With $1.5M in Avoidable Fees: FINRAMerrill's failure to stop its reps from dodging fee waivers affected 1,361 clients, according to FINRA.
July 05, 2024
Robinhood Snaps Up Advice Platform PlutoThe retail brokerage plans to use the AI-driven research platform to bring more tailored investment strategies and analysis to its users.
July 05, 2024
Federal Court Blocks Medicare Agent Pay Cap RegulationsThe ruling applies to all Medicare agents, not just the parties to the suit.
July 03, 2024
One Wall Street Firm Drops S&P 500 Target, Says Practice Is FutilePredicting the benchmark's performance in absolute terms seems pointless given the concentration of firms in the gauge, says a strategist.
July 03, 2024
FINRA Fines, Suspends Rep for Sharing CFP Board Exam ContentAfter passing the CFP Board exam, the rep disclosed exam content to others, FINRA says.