Docupace Snaps Up Workflow Management Platform
By Janet LevauxThe software maker is buying Hubly, which serves the back offices of RIAs and wealth managers.
March 20, 2025
Life Advocacy Center Sues California Insurance Regulators Over Complaint DataThe state's department contends that the information requested is confidential.
March 20, 2025
Robinhood Rolls Out Predictions Market HubThe hub allows betting on the March Madness tournament and future Fed rates.
March 20, 2025
Asset Managers Are Taking On Investors’ Negative View of Annuities: ReportThe stigma is strong among the public and, increasingly, with financial professionals, Cerulli research found.
March 20, 2025
Stifel Hit With Class Action Suit Over Cash SweepsIn 2023, the firm earned 6.08% on deposits and paid as little as 0.01%, the complaint states.
March 20, 2025
Trade War Casts Shadow Over Annuity Issuers, S&P Analysts WarnThe insurers are doing well, but their portfolio managers are not sure how to future-proof the assets.
March 20, 2025
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025A quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.
March 20, 2025
The Big Firms That Gained, and Lost, the Most Advisors in 2024One firm added a net 2,923 advisors, while the "winning" wirehouse lost 55.