Hot and Cold Wars Spook Insurers' Asset Managers
By Allison BellAbout 64% of the managers in the Americas named "geopolitical tensions" or trade disputes as top threats.
March 27, 2025
XY Planning Network Tops 2,000 Advisors After Record 2024CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.
March 26, 2025
Senate Majority Leader Pushes Estate Tax RepealEliminating the estate tax would cost an additional $300 billion over a decade.
March 26, 2025
UBS Delays Advisor Pay Cut From 12b-1 FeesThe delayed cuts are separate from other compensation changes UBS made this year.
March 26, 2025
How AI May Soon Create New Jobs at Insurance FirmsSetting up new AI systems for life insurance and annuities will require teams of professionals, EY predicts.
March 26, 2025
Janet Yellen Joins PIMCO's Advisory BoardThe former Treasury Secretary is added to the group as Ben Bernanke retires from his role as board chair.
March 26, 2025
Coventry Asks Court for a Life Expectancy Forecaster's RecordsThe firm thinks the forecaster, Lapetus, is too pessmistic about how long people will live.