The Standard Names Retirement Plan Sales Head: Executive Changes
What You Need to Know Jason Burlie was previously the head of sales and strategic relationships at Prudential Financial. James...
life insurance
What Drove Americans to Increase Charitable Giving in 2022?
“Advisors are uniquely positioned to help donors give more efficiently through tax-smart contributions and strategies to maximize their impact on...
Hub International Announces a Strategic Group Insurance Agreement with National Bank Insurance Firm in Edmonton, Alberta
Home » Industry News, News » Hub International Announces a Strategic Group Insurance Agreement with National Bank Insurance Firm in...
BlackRock Introduces Model Portfolios for Women
“The financial challenges women face are not new,” said Carrie Schroen, divisional director at BlackRock’s U.S. Wealth Advisory group. “Now,...
RIA Hit With $5.8M SEC Penalty for 12b-1 Fee Infractions Tied to Wrap Accounts
Since at least July 2014, PAG and its IARs avoided incurring transaction fees for wrap client transactions by investing certain...
The Fed Is Failing in Four Ways
For an illustration of the inadequate Fed policy anchor, consider the recent implied market forecast of what it will announce...
4 Reasons to Fight for Financial Planners' Legal Recognition
I believe financial planning is a profession. Compared to medicine, law, and accounting, ours is a young profession but a...
Conditions for Club membership for LIC agents
Life Insurance Corporation of India has more than 12 lakh agents (know more about LIC Profile 2020). Out of these...
Bob Doll Updates His 10 Predictions for 2022
Bob Doll, chief investment officer at the faith-based firm Crossmark Global Investments, entered 2022 predicting a more difficult year for...
The worst may be over in markets, so what's the next move for portfolios?
“We’d rather own companies that are price setters instead of price takers,” he said. “We’ve also done very well in...
