F&G Aims to Create Fixed Index-Linked Annuity Market: Annuity Moves
By Allison BellThe company's new product protects principal but lets the holder decide how much of the gains to lock in.
July 01, 2021
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech RoundupAlso, UBS launches its fourth Future of Finance Challenge, an open competition for fintech startups and tech entrepreneurs.
June 30, 2021
LGBTQ+ Consumers Have High Retirement Savings Goals: SurveyLGBTQ+ respondents feel they should save 20% of their salary for retirement, vs. 15% for the broader population, Lincoln Financial Group found.
June 30, 2021
Biden's Carried Interest Tax Proposal Could Put Fund Managers in SEC's SightsUnder Biden's proposal, fund managers might change valuation methods or impose additional fees, which would draw SEC scrutiny.
June 30, 2021
North America Retakes Title of HNW Capital of the World: CapgeminiThe U.S. continued to lead this wealth growth with a 12.3% increase in 2020, the 2021 World Wealth Report found.
June 30, 2021
Robinhood Hit With FINRA's Biggest-Ever PenaltyThe record fine and restitution, totaling about $70 million, reflect "the scope and seriousness of the violations," FINRA says.
June 30, 2021
5 Questions Agents Are Asking About the Principal NewsOne thing agents, brokers and other producers are sure about: Variable Products Tilt Drive looks busy.
June 30, 2021
Rubin Sees 'Material Risk' High U.S. Inflation Will Be EnduringThe former treasury secretary is urging policymakers to be careful to avoid overheating.