Many Young Consumers Are Looking for You: Survey
By Allison BellLIMRA and Life Health found that the youngest are more likely to check out your social media presence.
April 10, 2018
What the Heck Is a UIT and How Do You Invest in Them?UIT Investing, a Chicago-based startup, has developed a research platform to help advisors analyze client opportunities in this product.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
Morningstar's March Winners & LosersMorningstar assigned new analyst ratings to nine U.S. funds, as well as upgraded and downgraded seven funds respectively.
April 10, 2018
Woodbury Buys $10B Capital One Advisory UnitThe transaction could add more than 50 advisors to Woodbury and give it nearly $50 billion in assets.
April 10, 2018
How Trump's ACA World May Work in 2019, for AgentsNothing in the 2019 parameters document will require issuers to pay agent or broker commissions.
April 10, 2018
New Stradley Ronon Group to Help Advisors Navigate Fiduciary RulesThe group, staffed with ex-SEC officials, will help advisors and BDs comply with 'multiple and conflicting' fiduciary standards.
April 10, 2018
Group Defends Stand-Alone Long-Term Care Insurance With InfographicAALTCI is using survey data it had on hand to show that issuers spend billions of dollars on paying LTC claims.