DOL Rule on Abandoned Retirement Plans Arrives at OMB
By Melanie WaddellThe rule will likely make it easier to wind down pension plans when the plan fiduciary dies or can't be found.
July 20, 2023
Bain Creates $1.15B Insurance Private Equity FundSome of the investments could involve carve-outs and turnarounds.
July 20, 2023
Industry Veteran Voted 2024 CFP Board Chair-ElectElizabeth Miller founded Summit Place Financial Advisors in New Jersey and serves as its president.
July 19, 2023
SEC Would Add 83 Examiners With Budget BoostThe agency also plans to move the SEC headquarters in Washington to another building, Chair Gensler tells lawmakers.
July 19, 2023
Constellation Launches AuguStar Annuity BusinessThe company has Canadian pension fund backing and Ohio National's old operations.
July 19, 2023
6 Reasons Stocks Could Soar 25% in 2023: Carson GroupThe firm increased its S&P 500 total return forecast from earlier this year, saying positive surprises had played out.
July 19, 2023
FPA Teams With CAIA to Help Advisors Look Beyond Stocks and BondsCAIA's UniFi alternative investment learning platform is now available to all FPA members at a discount.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.