3 Annuity Rule Changes on IRI's New Wish List
By Allison BellMany IRI Blueprint provisions ended up in the Secure and Secure 2.0 acts. Now, there's more.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 28, 2023
FINRA Provides Update on 'Finfluencers' CrackdownNew guidance illustrates some "initial themes" from the ongoing targeted exam.
February 28, 2023
House Passes Notarization Bill by Voice VoteIRI says the measure could make it easier to complete retirement services transactions online.
February 27, 2023
Peter Mallouk: The No. 1 Thing to Look for in Investments NowThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 27, 2023
CFPB's Funding System Gets Supreme Court Test at Biden's BehestThe court will consider whether the Consumer Financial Protection Bureau's funding system is constitutional.