Health Insurance
Dental and Vision Insurance Provider Names CEO
By Allison BellDiana Steinoff was previously an executive at Aflac.
April 27, 2023
House Panel Passes E-Delivery BillThe bill requires the SEC to write a rule allowing financial firms to deliver documents in digital format.
April 27, 2023
5 Surprising Things Actuarial Experts Say About Social SecurityOne insight from the actuaries: Dying early is not always helpful.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 26, 2023
House Passes Debt-Limit Bill That Trims Social Security Administration BudgetThe bill, unlikely to pass in the Senate, would "responsibly raise the debt limit," said Rep. Patrick McHenry.
April 26, 2023
Branch Offices Lack Policies for Protecting Client Records: SECThis failure has resulted in firms falling victim to cybersecurity and data breaches, according to an SEC risk alert.
April 26, 2023
Tru Independence Adds $1B Multifamily OfficeSeven Mile Advisory is based in the New York City area.
April 26, 2023
How to Train Your Friends and Clients to Give You ReferralsMake sure they know when to tell your story.