Trendspotter: Asset Managers Expanding Access to Private Markets
By Bernice NapachVanguard, T. Rowe Price, Macquarie Asset Management and Franklin Resources are among the firms.
November 04, 2021
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed SlottUnder the Democrats' revised plan, the backdoor Roth curbs wouldn't take effect until 2029.
November 04, 2021
Mallouk's Creative Planning Hits Unplanned MilestoneThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
November 03, 2021
Genworth Might Resume Long-Term Care Insurance Sales by JulyThe company would issue new, relatively low-risk LTCI products with help from a reinsurance partner.
November 03, 2021
Athene Launch Alum to Create Another Annuity BusinessSunset Life will be at the heart of the effort. Investcorp will manage the assets.
November 03, 2021
Ex-Advisor Gets 3 Life Sentences for Bilking Senior Churchgoers in TexasWilliam Neil "Doc" Gallagher, a radio personality, ran a $32 million scam, prosecutors say.
November 03, 2021
Fed to Start Tapering Asset Buys by $15B Later This MonthThe pace of the taper clears the way for a possible interest-rate increase in the second half of 2022.
November 03, 2021
PIABA to Push SEC to Revise Form CRS, New President SaysFirms should be required to disclose information on mandatory arbitration clauses and their ability to pay claims, Michael Edmiston says.