NAIFA Meets White House Team Reviewing DOL Fiduciary Rule Effort
By Allison BellThe agent group asked the Office of Information and Regulatory Affairs officials to block the project.
April 10, 2024
10 Best Large Active Stock Funds of Q1, 2024: MorningstarFunds with big bets on the Magnificent 7 stocks had a strong first quarter and outperformed their passive counterparts.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."
April 09, 2024
Dental Costs Account for 15% of Consumers' Health Spending: LivelyThe HSA firm found something surprising about out-of-pocket spending patterns.
April 09, 2024
Annuity Issuer Invests $1B in Midsize FirmsAmerican Equity has directed the cash to ASP Summa, a collateralized loan obligation set up by Adams Street Partners.
April 09, 2024
MassMutual to Offer Free Gene Readings to More InsuredsSears Merritt, a company executive, hopes the DNA results will help people take care of themselves.
April 09, 2024
Tax Bill With 100% Bonus Depreciation May Move Forward in SenateThe proposed legislation, which passed the full House about 10 weeks ago, may get attached to a Senate bill.