$1B RIA Rejoins Dynasty Financial After 7 Years
By Jeff BermanAfter "steady growth," Ascent Wealth Partners says it's returned to Dynasty for its support services.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 09, 2022
COVID-19 Deaths Cause More Than $700M in Q1 ClaimsCompanies like MetLife and RGA say mortality is still far over pre-pandemic levels.
May 06, 2022
UBS Must Pay Clients $3.9M Over YES Options StrategyA FINRA arbitration panel ruled against the wirehouse in another dispute over its Yield Enhancement Strategy.
May 06, 2022
Michael Finke Explains the Bolt-On AnnuityThe researcher says a contingent deferred annuity can be a good tool for generating lifetime income.
May 06, 2022
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'The strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 06, 2022
Lincoln Financial Names Individual Life & Annuity HeadGrove has been the CEO of Resolution Life USA.
May 06, 2022
El-Erian Says Fed Has Lost Credibility With Markets, PublicIt must explain why its inflation forecasts "were so wrong for so long" and how it will fix this situation, the former PIMCO CEO says.