CFP Exams Start Nov. 2
By Melanie WaddellRegistration deadline for the November exam is Oct. 19.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
August 12, 2021
Wealth Enhancement Group to Buy $1.1B RIA Investor SolutionsThis will be the wealth management firm's 10th acquisition of the year.
August 12, 2021
Mike Domingos to Lead OneAmerica Retirement Services Distribution: Personnel MovesMeanwhile, Jennifer Wyeth has been named VP, strategic planning, governance and project management at MetLife's Versant Health.
August 12, 2021
Supplemental Benefits Are Remaking Medicare Advantage PlansSome can pay for Uber rides to the grocery store, or home-delivered meals.
August 11, 2021
NYSE to Require Vaccine on Trading FloorsSome people may be granted an exception to the mandate for medical or religious reasons, according to a memo.
August 11, 2021
New Bill Seeks to Reauthorize, Modernize and Fund Elder Justice ActThe law was "unfortunately left to languish without proper funding or implementation," Sen. Wyden said.
August 11, 2021
Breeze and InsureLife Attract CapitalBreeze sells disability insurance. InsureLife helps life and health agents connect with consumers.