John Hancock and Talcott Re Face Lawsuits Tied to 2017 Tax Cuts
By Allison BellThe suits could affect what happens to life insurance policy cost-of-insurance charges when tax rules change.
September 20, 2023
DPL Acquires AnnuityFix to Boost Breakaway Advisor ProgramThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
September 19, 2023
Groups Blast GOP Budget Over 'Death Panel' for Social SecurityA draft budget resolution proposes a debt commission that could recommend Social Security and Medicare cuts.
September 19, 2023
XYPN Mulls Launch of Corporate RIAThe new option for members would launch in early 2024, co-founders Michael Kitces and Alan Moore said.
September 19, 2023
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth TeamHopkins revealed plans to leave Carson Group earlier this month.
September 19, 2023
Northwestern Mutual Sees Fear of Debt Crowding Out SavingsThe average amount of debt is falling.
September 19, 2023
FINRA Boots Ex-Morgan Stanley Broker Accused of Fraudulent Fund TransfersThe former broker allegedly induced clients to transfer money for investments he never made.
September 19, 2023
SEC Sues Firm That Managed Billions for Russian OligarchConcord Management didn't register but invested over $7 billion for Roman Abramovich with no oversight.