Axcelus, John Hancock Top the Senate Finance Private Life Rankings
By Allison BellRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 21, 2024
Citigroup Lifts Jane Fraser's Pay to $26MThe pay package for Fraser, the only female head of a U.S. banking giant, remains the lowest of her cohort.
February 21, 2024
FINRA Fines BD $75K for Email ViolationsIn one incident, a Ceros employee sent hundreds of clients' account data to their personal email, FINRA says.
February 21, 2024
'Thousands' of New Vanguard-Style ETFs Seen in $8.4T MarketFidelity, Morgan Stanley and Dimensional Fund Advisors want to use the multi-share class structure due to its tax advantages.
February 20, 2024
Zinnia Gets Court Approval to Buy AnnuityNet's ParentThe would-be parent may have more cash to help AnnuityNet keep up with iPipeline and FireLight.
February 20, 2024
Investor Group Agrees to $10.1B Truist Insurance DealThe brokerage business owns Crump Life Insurance Services and BenefitMall.
February 20, 2024
RIA Deals Rebounded in Back Half of 2023: EchelonThe wealth management sector's strong fundamentals sparked the M&A revival, according to the investment bank.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.