Bento Engine President, Former J.P. Morgan Exec Dies at 62
By Jeff BermanGreg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.
August 12, 2022
Dental Insurance Giant Names a President: Executive ChangesSarah Chavarria will be president of Delta Dental of California. And Ash Brokerage has a new disability executive.
August 12, 2022
Merit Life Aims to Ramp Up Annuity SalesThe company can help clients add annuity powers to ordinary retirement savings portfolios.
August 12, 2022
12 States High Earners Are FleeingNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
August 12, 2022
LPL Fined $300K Over Client-Reserve ErrorsThe firm's mistakes resulted in two deficiencies totaling about $162 million, FINRA says.
August 12, 2022
BlackRock Offers Bitcoin Investing to Big Institutional ClientsThe new private Bitcoin trust seeks to track the price of the biggest cryptocurrency, the asset manager says.
August 12, 2022
3 Ways to Help Portfolios Get Ready for a Recession: BenzWith a looming slowdown, advisors could consider trimming some investment positions and expanding others, Morningstar's Chrstine Benz says.