Wells Fargo to Pay $35M Over Excessive Fees
By Melanie WaddellWells Fargo overcharged nearly 11,000 investment advisory accounts over $26.8 million in advisory fees, the SEC says.
August 24, 2023
New Bill Expands REIT Pass-Through Deduction to BDCsThe bill could be attached to a year-end tax bill paired with a budget deal.
August 24, 2023
Bankers Life and CNO Raise $407K for Alzheimer's AssociationAgents and employees have seen what dementia does, CNO's Scott Goldberg says.
August 24, 2023
Wellabe Adds a Short-Term Care Insurance PolicyThe policy can pay for up to 360 days of home health care.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 24, 2023
NAIFA to Join With Life Happens and the Society of Financial Service ProfessionalsThe three organizations will keep their separate brands intact, according to the groups' leaders.
August 24, 2023
Sales of a Hot Fixed Annuity Product Start to CoolClients might be starting to tilt toward growth potential.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.