Principal Names Deanna Strable CEO
By Allison BellDan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 11, 2024
Kitces to Join 2025 Coaching Roster at Limitless AdvisorMichael Kitces will direct a year-long leadership development program helping advisors scale while building work-life balance.
November 11, 2024
Advisors Want Seamless Digital Experience With Asset Managers: J.D. PowerNext to returns, advisors look for ease of doing business in choosing asset managers, a recent study found.
November 11, 2024
Fidelity Assets Reach $15T in Third QuarterFidelity's assets under administration surged 30% year over year.
November 11, 2024
JPMorgan Goes After Ex-Broker for Taking Clients to Morgan StanleyAt least a dozen JPMorgan clients have moved their accounts, the bank says in a court filing.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.
November 11, 2024
S&P 500 Will Soar 66% to 10,000 By End of Decade: YardeniThe strategist has lifted year-end targets to 6,100 for 2024, 7,000 for 2025 and 8,000 for 2026.