Life Settlement Firm Aims to Get 30% of Revenue From Wealth Advisors by 2030
By Allison BellAbacus hopes experience with life expectancy forecasting will help with wealth transfer planning.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
Schwab Plans to Use AI to Boost Service for Clients With Less Than $1MAI will enable Schwab to provide "some of the same personalized insights" wealthier clients get, says CEO Rick Wurster.
May 13, 2026
Osaic Pulls $200M Du Lac Wealth Services From LPLDu Lac Wealth, based in North Carolina, is the sixth firm to leave LPL for Osaic this year.
May 13, 2026
FINRA Enforcement Review to Conclude by End of JuneFINRA will put out a public report on the findings of the review, CEO Robert Cook says.
May 12, 2026
E-Delivery Rule Will Be 'Broader': SEC ChiefThe SEC's e-delivery approach will apply across BDs and investment advisors, Atkins said at FINRA's annual conference.
May 12, 2026
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue.
May 12, 2026
Senate Unites to Mourn Death of Former ACLI President Dirk KempthorneKempthorne was also a former Cabinet member, governor of Idaho and U.S. senator.