Guardian Capital Unveils Modern Tontine
By Dinah Wisenberg BrinMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
September 07, 2022
Oppenheimer Fights $37M Arb Ruling Tied to Ponzi SchemeA FINRA panel said the BD must pay damages to investors allegedly bilked in a scheme run by a former rep.
September 07, 2022
Walmart Makes Medicare Plan Deal With UnitedHealthThe deal should not have any near-term effect on clients outside of Georgia.
September 07, 2022
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management DealWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.
September 07, 2022
BlackRock Seeks Crackdown on Copycat Domain NamesIn a lawsuit, the giant asset manager says more than 30 domain names are "confusingly similar" to the BlackRock trademark.
September 07, 2022
Pacific Prime Updates International Health Insurance GuideThe report can help advisors with clients who want to work or retire outside the United States.
September 07, 2022
SIFMA Picks NYSE Exec as General CounselSaima Ahmed, director of NYSE Regulation, will replace Ira Hammerman, who is retiring.
September 06, 2022
AIG Launches Corebridge Life and Annuity Unit IPOCorebridge now has about $136 billion in individual annuities in life and is getting its own NYSE listing.