Life Insurance News
Posted: June 22, 2017, 8:00 am
Meanwhile, Cetera attracts a group with 55 indie advisors in Southern California.
Posted: June 22, 2017, 6:14 am
The authors make the case for the CREATES Act bill.
Posted: June 22, 2017, 1:19 am
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Posted: June 21, 2017, 9:17 pm
Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.
Posted: June 21, 2017, 8:35 pm
Wealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.
Posted: June 21, 2017, 8:30 pm
The change could increase inflows into Chinese stocks and improve governance standards, but risks remain.
Posted: June 21, 2017, 8:11 pm
Active managers can compete with passive ones on cost while keeping value-add tenets of active management, Cerulli says.
Posted: June 21, 2017, 7:51 pm
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
Posted: June 21, 2017, 7:32 pm
Marcia Wagner says the administration's focus on the fiduciary rule shows 'how incredibly important the private pension system, broadly defined, is to our safety net of this country.'
Posted: June 21, 2017, 6:38 pm