Donors Plan to Give More in 2021: Fidelity Charitable
By Michael S. FischerA year and a half into the COVID era, donors continue to boost their generosity, the study found.
September 24, 2021
Louis Gagnon to Lead Foresters Financial: Personnel MovesPolicygenius, Somerset Re and Gravie have also announced changes.
September 24, 2021
Two Big Health Insurance Distributors Announce CEO ChangesPeter Lee is leaving Covered California. Fran Soistman is succeeding Scott Flanders at eHealth.
September 24, 2021
Agency Unveils Individual Health Producer Comp Disclosure ProgramAgents and brokers may have to start giving customers commission schedules Dec. 27.
September 24, 2021
Ex-Broker Gets 35 Years in Prison for $25M Scam Targeting SeniorsThe ex-rep and his co-conspirators sold speculative securities and pocketed much of the proceeds, prosecutors said.
September 24, 2021
5 Reasons Advisors Can't Ignore Crypto: Morningstar PanelCrypto has more in common with traditional asset classes than advisors may think, Morningstar panelists say.
September 23, 2021
Why Some Consumers Are More Vulnerable to Financial ScamsThose more likely to lose money believed that authority should not be challenged, and financial opportunities have clear winners and losers, a study found.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.