Integrity Marketing to Acquire Annuity Designer Annexus
By Allison BellAnnexus has helped create the U.S. nonvariable indexed annuity and indexed universal life markets.
July 26, 2022
Texas Agent to Lead National Health Advisor GroupKelly Fristoe still sells ordinary major medical coverage as well as Medicare plans and employee benefits.
July 26, 2022
Captrust Adds $4B RIA Based in MissouriThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 26, 2022
Tactical Funds Fumbling Their Chance to Shine This Year: Morningstar"I see no reason to invest in such funds," Morningstar's John Rekenthaler wrote.
July 26, 2022
Kitces Raises Concerns With Colorado Financial Planning GuideXYPN is concerned that the guidance will prompt fee for service RIAs to move to AUM billing practices, even when it doesn't align with their services.
July 26, 2022
UBS Says It's Part of Probe Into Unapproved Staff MessagingRegulators are set to levy $1 billion in fines on the biggest banks for failing to monitor employees' use of unauthorized messaging apps.
July 25, 2022
S&P 500 Has Already Bottomed, No Hard Landing: YardeniThe strategist sees resilience in earnings and has a still-healthy outlook for consumers and businesses even as the economy slows.
July 25, 2022
NASAA Wants to Align REIT Policy With Reg BIThe policy, which includes conduct standards for brokers selling non-traded REITs, hasn't been updated since 2007.