Why Accident Insurance Is Your Safety Net: 4 Compelling Reasons to Get Covered
Hey there, savvy readers! Today, we’re diving into the world of accident insurance. Perhaps you’re asking yourself, “Do I really...
life insurance
iCapital Scoops Up Mirador
Alternative-investments platform providor iCapital says it is acquiring Mirador, which focuses on investment data aggregation and financial reporting. As part of...
Sanctuary Wealth Adds $700M Merrill Duo
Sanctuary Wealth says two former wirehouse advisors have joined it after forming Vincita Investment Partners, a Greensboro, North Carolina-based firm with...
Hightower Taps Gurinder Ahluwalia as President
In a statement about the leadership shuffle, Hightower Chairman and CEO Bob Oros said Ahluwalia’s and DiBiasio’s appointments, in particular,...
Clearwater to Pay $40M for Wilshire's Analytics Products
Clearwater Analytics, an investment management software-as-a-service company, has entered into a definitive agreement to acquire risk and performance analytics solutions...
Ameritas Suit Could Shake Up Life Settlement Market
What You Need to Know A California man bought a term life policy with a permanent life conversion option in...
Ex-Advisor Sentenced to 4 Years in Prison for $4.7M Embezzlement
What You Need to Know The advisor used client funds to gamble and pay down a home equity loan, while...
The SEC Is 'Scaring People Off': Hester Peirce
The Securities and Exchange Commission is “scaring people off from coming in and having a conversation with us,” SEC Commissioner...
Fidelity Launches 3 Programs to Boost Financial Literacy
Fidelity Investments announced this week that it is introducing several initiatives to tap the engagement of about 74,000 of its...
Medicare Moves Toward Election Season Clash With Insurers
Health insurers could slash their Medicare Advantage plan menus this fall, while the 2024 general elections are in progress. Officials...
