Cross Out More Ink Signature Requirements: IRI to NAIC
By Allison BellThe retirement services group says signing electronically should be the default.
March 30, 2023
White House Proposes Tougher Bank Rules, New Tests After CrisisThe changes include reinstating rules for banks with assets of $100 billion to $250 billion, like SVB, such as liquidity requirements.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 30, 2023
Barb Marder to Lead Retirement, Health Research GroupThe former Mercer executive will seek to combine research on health and wealth, while boosting EBRI membership.
March 30, 2023
Top 10 Third-Party Asset Managers of 2023: BroadridgeMany of these asset managers have improved their rankings despite troubled markets, a Broadridge report finds.
March 30, 2023
Fraudulent BD Account Transfers on the Rise: FINRABad actors can use information stolen from broker-dealer clients to open new accounts at other firms, or receiving members.
March 30, 2023
ChatGPT Use Could Spell Disaster for Advisors: AuthorAdvisors using such AI tools risk significant "legal and reputational harm," says Gary Smith of Pomona College.
March 30, 2023
BofA's Planning Tool Hits Milestone: Tech RoundupIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.