New York State Life Beneficiaries File COVID-19 Grace Period Suit
What You Need to Know The plaintiffs in the case are seeking class-action status. New York gave insureds facing pandemic-related...
life insurance
Merrill's New Ad Push: Talk to an Advisor. Now.
What You Need to Know Merrill Lynch kicked off a new ad campaign this week in response to market volatility....
Pershing's Harrison: More Acquisitions Likely Around Pershing X
What You Need to Know Pershing will likely make more acquisitions as part of the build, buy, partner strategy it's...
Top 10 Model Portfolio Providers by Assets: Morningstar
Model portfolios are rapidly gaining traction. A report this week from Morningstar indicates that assets following model portfolios grew by...
What a Nursing Home Room Really Costs Now in the 5 Most Populous States
Lincoln Financial has come out with its latest effort to help advisors warn clients about a common destroyer of retirement...
Alex. Brown Chief to Leave Raymond James
Raymond James says Haig Ariyan, president of the firm’s Alex. Brown division and head of Global Wealth Solutions, will leave...
Second Senate Secure Act 2.0 Bill Sails Through Committee
What You Need to Know The bills from the HELP Committee and Finance Committee will be combined to make up...
Meet the LUMINARIES Class of 2022 Finalists
We are extremely pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the...
How RIAs Can Prepare for the SEC's Proposed Cybersecurity Rule
What You Need to Know The SEC has proposed new requirements for the manner and timeliness in which firms must...
New DOL Fiduciary Rule Pushed to December
The amendment, the rule states, “would take into account practices of investment advisers, and the expectations of plan officials and...
