Larry Roth to Take Lead Role at New Firm After SPAC Merger
By Janet LevauxHe will be executive chairman after Kingswood Acquisition and Wentworth Management Services combine and go public.
December 22, 2022
Financial Advisors Predict Stronger Stocks in 2023Nearly half of financial advisors in a survey sponsored by InspereX expect the stock market to improve next year.
December 22, 2022
Gen Zers Look Forward to Early RetirementA Northwestern Mutual study finds that Gen Zers expect to retire before 60.
December 22, 2022
Senate Passes Secure 2.0 Act in Spending BillThe House is expected to pass the bill this week.
December 22, 2022
Vanguard to Launch New Bond ETFThe Vanguard Short-Term Tax-Exempt Bond ETF is set to have an estimated expense ratio of 0.07%, the fund giant says.
December 22, 2022
Riskalyze, InvestorCOM Deal Gives Advisors Help With Rollover Compliance: Tech RoundupBento Engine has generated over 7,000 advice alerts enabling advisors to educate clients, prospects about financial life advice.
December 22, 2022
Florida OKs Deal That Could Put Life Settlement Firm on NasdaqEast Resources is asking its shareholders to give it more time to merge with Abacus Life.
December 22, 2022
U.S. Mortality Surge Hit People Ages 35-44 Hardest in 2021: CDCFinal figures for the year show overall life expectancy fell again, to 76.4 years.