Lawmakers Move to Torpedo New DOL Fiduciary Rule
Four senators — three Republicans and one Democrat — introduced Wednesday a resolution of disapproval under the Congressional Review Act to overturn the Labor...
life insurance
Vanguard's CEO Choice Raises Questions on Firm's Future Path
What You Need to Know Salim Ramji, who led Blackrock's iShares, will be the first outsider to take the helm...
Mercer Advisors Appoints New Principal of M&A
“We recognize that owners of RIA firms have many options and care deeply about the impact on their clients, employees...
FINRA Debuts Remote Inspections Resource for Advisors, Firms
The Financial Industry Regulatory Authority has created a new web page for its voluntary, three-year Remote Inspections Pilot Program, which...
Former Beachbody Exec Buys Annuity.com, Plans $16M Revamp
A direct-sales marketing veteran and executive coach wants to help annuity agents pump their sales up. Brett Blake, the former managing...
The 20 Best Stocks to Buy: Morningstar
Start Slideshow In a new blog post, Morningstar investment specialist Susan Dziubinski celebrates the firm’s 40th anniversary with a sampling...
Social Security COLA Estimate for 2025 Climbs Again to 3.2%
The index for shelter rose in April, as did the index for gasoline. Combined, these two indexes contributed over 70%...
Convertibility Question re Transamerica Super Trendsetter 15-Year Level Term Plan
Hello, I am having a heck of a time figuring out my conversion options (term --> whole) for my current...
How Does Your Family Medical History Affect the Cost of Life Insurance?
Will my Family Medical History Affect My Mortgage Protection? When will you die? That’s the question life insurance providers want...
Merrill Lynch to Pay $825K Over Best Execution Issues
From at least February 2017 through the present, “external investment managers, financial advisers, and customers entered equity orders into the...
