S&P Analysts Look at U.S. Annuity Market, See Cannibals
By Allison BellThe rating agency expects RILAs to take share from other products, rather than expanding overall sales.
January 20, 2022
Q4 Life, Health and Annuity Earnings CalendarOne thing insurers are talking about is predictions about the number of 2022 U.S. COVID-19 deaths.
January 20, 2022
Morgan Stanley Sets Sights on Its Workplace AssetsThe wirehouse also wants its wealth management unit to reach a pre-tax profit margin above 30%, CEO James Gorman said.
January 20, 2022
Fidelity Readies the First Retail Direct Indexing ProductThe minimum investment for Fidelity Managed FidFolios is $5,000; the fee is 40 basis points.
January 20, 2022
GOP Lawmakers to IRS: 16M Outstanding Tax Returns Is a 'Crisis'The agency can't blame a lack of funding for the backlog, the lawmakers wrote.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.
January 20, 2022
Credit Suisse Hit With $9M FINRA FineThe infractions involved research reports and the Customer Protection Rule.
January 20, 2022
The 'Quantity Game' in AUM, Advisor Recruiting Is Over: Cetera ExecA shift in focus at Cetera has resulted in the kind of recruiting wins that matter most, its business development chief says.