Tifin Gives Small Firms Free Access to Investing Platform Through FPA
By Jeff BermanFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 13, 2023
New Bipartisan Bill Raises Social Security SSI Savings CapsThe caps haven't been raised since 1984, the bill's sponsors say.
September 13, 2023
Long-Term Care Insurance Sales Rise at Some Carriers: A.M. BestThree reported an increase of more than 10% in the number of new lives covered.
September 13, 2023
Social Security COLA 2024 Estimate Rises to 3.2%The estimates follow an 8.7% cost-of-living increase in 2023.
September 12, 2023
Jeffrey Gundlach Fires Back After Bill Gross Says He's No 'Bond King'"To be a bond king or queen, you need a kingdom," the PIMCO co-founder said.
September 12, 2023
Joe Duran Unveils New VentureThe former United Capital founder and CEO plans to launch Rise Growth Partners in 2024.
September 12, 2023
Trade Groups Plead With SEC to Rethink Custody Rule PlanIndustry groups also want the SEC to withdraw its plan that addresses conflicts when BDs and advisors use AI.
September 12, 2023
Health Insurer Group Names an Interim CEOJulie Simon Miller, a Senate veteran, will lead AHIP into the fall budget bill wars.