11 Hot Takes on Portfolio Management
Start Slideshow I recently presented at the T3 conference in Las Vegas. The title of my presentation, “Hot takes! All the ways...
life insurance
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund Fees
What You Need to Know The SEC sued Commonwealth in 2019, saying the firm failed to disclose conflicts of interest...
Trump Arranges $91.6M Bond to Appeal Carroll Verdict
The judge didn’t rule on Trump’s request for a delay. On Friday he gave Carroll until Monday to file any...
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA Business
BlackRock announced early Friday that it has agreed to acquire the remaining equity interest in SpiderRock Advisors, a firm managing...
3 Female Advisors Launch Women-Focused RIA
“Obviously, launching on International Women’s Day has a purpose, right?” she laughed. “We’re very proud of that. … I wanted...
15 States With the Highest Tax Rates: 2024
Start Slideshow Although the average U.S. household pays some $11,000 in federal income taxes, how much more households have to...
Must-Do Steps to Prepare for AI Compliance
What You Need to Know Financial services regulators are approaching artificial intelligence as though it will have a far-reaching impact...
Genworth Accused of Wrongly Terminating Life Policies
The lead plaintiff in a California state court class-action lawsuit has accused Genworth’s Genworth Life and Annuity Insurance Co. of terminating...
Best Retirement Planning for Physicians in 2024
Best Retirement Planning for Physicians in 2024Physicians devote years to education and training, often delaying entry into the workforce until...
Consumer Advocate to NAIC: Open the Curtains
The Innovation, Cybersecurity and Technology Committee is holding a regulator-only session “because the discussion or action contemplated will include: specific...
