Creative Planning to Buy $110B Retirement Unit
By Bernice NapachThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
November 10, 2021
Supreme Court Takes Up Health Benefits Discrimination CaseWill the ACA let courts change coverage rules that cause more problems for people with disabilities?
November 10, 2021
Life Application Activity FallsActivity is still higher than it was before the COVID-19 pandemic began.
November 10, 2021
Team Drafts Regs for Annuity All StarsThe subgroup's work could increase the odds the products will be called ILVAs.
November 10, 2021
Direct Indexing Still a Stretch for Most Advisors: BroadridgeWhile most advisors are aware of the strategy, few plan to use it, a survey found.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
November 10, 2021
80/20 Is the New 60/40: Josh BrownAn 80% stock allocation is becoming common among certain advisory clients, the Ritholtz Wealth CEO says.
November 10, 2021
SEC Finds Widespread Advisor Fee Calculation ErrorsErrors included overbilling, double-billing and using outdated fee schedules.