Trade War Casts Shadow Over Annuity Issuers, S&P Analysts Warn
By Allison BellThe insurers are doing well, but their portfolio managers are not sure how to future-proof the assets.
March 20, 2025
SEC Releases New Marketing Rule FAQs on PerformanceThe updated guidance answers questions on advertising extracted performance and portfolio characteristics like Sharpe ratios and yields.
March 19, 2025
FINRA Panel Orders Stifel to Pay $7M to Breakaway AdvisorsThe award came the same week that the regulator ordered it to pay $132 million in another case.
March 19, 2025
Fed Holds Rates, Sees Slower Growth and Higher InflationThe Federal Open Market Committee voted to keep the benchmark federal funds rate in the 4.25%-4.5% range.
March 19, 2025
Thrivent Spends $50M to Say Careful Planning Is a Form of LoveThe financial services company is putting the focus on the "people we hold in our hearts."
March 19, 2025
UBS Client Says His Wife Moved In With Their Wealth Advisor. It Got MessyRichard Kallman, the heir to a family of bookdealers, is suing for $10 million in damages.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 19, 2025
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs SayHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.