7 Things for Congress to Know About Life and Annuities
By Allison BellLawmakers' tutors gave them this crib sheet in time for the budget and tax fights.
April 01, 2025
DFA Updates ETF Share Class Application After 'Productive' SEC TalksThe agency's acting chair said he was prioritizing review of applications for the Vanguard-style arrangement.
April 01, 2025
BlackRock In-Plan Annuity Program Added 200K Participants in Its First YearThe asset manager's chairman and CEO, Larry Fink, put the number in his annual letter to investors.
April 01, 2025
Ex-Schwab CEO Walt Bettinger Joins Private Equity FirmBettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.
March 31, 2025
LPL Is Buying Commonwealth for $2.7B. What Happens Next?The integration of the two firms' cultures and technology "presents significant hurdles," tech consultant Craig Iskowitz says.
March 28, 2025
This New-Job Mistake Could Cost Clients $300,000 in RetirementMid-career professionals can derail their savings if they miss one important step, Vanguard's Fiona Greig says.
March 28, 2025
Thrivent Puts Values at Its Core — and It's Hiring AdvisorsCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 28, 2025
Vanguard Explores Partnerships to Offer Private Market AssetsVanguard is said to have held preliminary talks with Blackstone and Carlyle Group.