American Equity Rejects Offer From Elliott Investment-Backed Insurer
By Allison BellProsperity says that, if it can get more information, it might offer a higher price.
December 20, 2022
Kathleen Moriarty, ETF Industry's 'SPDR Woman,' Dies at 69Moriarty built a reputation as the go-to lawyer for anyone seeking to sell an innovative ETF.
December 20, 2022
House Panel Votes to Release Trump's Tax Returns to the PublicThe vote caps a three-year legal saga initiated by Democrats to obtain and release the documents.
December 20, 2022
NAIC Task Force Adopts Index-Linked Variable Annuity GuidelinesThe industry may finally adopt a standard name for this variable-annuity product.
December 20, 2022
Ex-Merrill Advisor Who Threw Smoothie Catches FINRA's Eye Over Cash TransactionsFINRA says James Iannazzo structured cash transactions in his personal accounts to avoid federal reporting requirements.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 20, 2022
Wells Fargo to Pay $3.7B for Mistreating ClientsThe action includes a $1.7 billion fine tied to issues with the bank's car loans, mortgages and deposit accounts.










