Apollo CEO Questions Many Annuity Issuers' Investments
By Allison BellMarc Rowan told securities analysts that "most... do not have origination of appropriate assets."
February 09, 2026
$133M Award Against Stifel Should Stand, Judge SaysThe magistrate judge's opinion addresses a FINRA arbitration award tied to a barred advisor.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 09, 2026
New Bill Lets First-Time Homebuyers Tap 529 PlansThe Save for Success Act allows distributions from qualified tuition programs to be used for qualified housing expenses.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.
February 09, 2026
Ameriprise to Oversee $28B in Huntington Bank Investment AssetsThe relationship involves 260 advisors and retail brokerage, advisory and insurance services.
February 09, 2026
Apollo, Schroders Partner on Public-Private Hybrid Products for Retirement PlansThe firms plan to launch a CIT for the defined contribution plan market in the second quarter.
February 09, 2026
Stock Market Going Through 'Vicious' Rotation: RBC Equity StrategistMoves out of tech stocks and into other sectors were shaken by last week's jobs report, Lori Calvasina says.