Jackson Keeps Variable Annuity Benefits Guarantees on Menu
By Allison BellThe company's new family of living benefits is a slimmed-down version of the old family.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
New CFP Board Enforcement Rules Kick in Sept. 1. Here's What You Need to Know.The revised Procedural Rules usher in new rules for CFPs who are under investigation.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.
August 28, 2023
Chase Trading Glitches Reported, Firm Says Problem ResolvedClients reported they couldn't complete trades, with one complaining he was out thousands of dollars.
August 28, 2023
Insurance Market Shifts Squeeze Product Experience StudiesA study program representative told regulators they might have to help pay for the studies.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Groups Move to Support Advisor in Annuity Switching CaseThe SEC alleges that the annuity replacement scheme caused some clients to incur $640,000 in surrender charges.