Medicare Plans Ask EHealth for Stickier Customers: Earnings
By Allison BellA web broker says it's spending more on agent training in an effort to increase retention levels.
July 30, 2021
CFP Board Weighs Monetary Penalties in Tougher Sanctions PlanBy imposing monetary penalties, the board would be acting like a regulator, which, by law, it's not, Michael Kitces says.
July 30, 2021
Biden Picks Benefits Lawyer to Head Labor's EBSAIf confirmed, Gomez would join Labor as it works on its new fiduciary rule.
July 29, 2021
Robinhood Falls in Debut as Retail Investors Keep Distance"It looks like nobody wants to touch it," said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors.
July 29, 2021
Financial Advisors' Enthusiasm for Annuities Is Growing: SurveyBut many advisors would rather recommend a CD than an annuity to clients seeking principal protection, a RetireOne survey found.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 29, 2021
Ethos Raises $100 Million: Financing MovesYuLife, b.well and Assured Allies are some of the other companies in the life, health and annuity markets that have raised cash lately.
July 29, 2021
Principal Sees Strong Interest in Its Life and Annuity BlocksThe company is moving ahead with efforts to get out of U.S. retail fixed annuities and retail U.S. individual life.