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Meanwhile, Cetera attracts a group with 55 indie advisors in Southern California.
Posted: June 22, 2017, 6:14 am
The authors make the case for the CREATES Act bill.
Posted: June 22, 2017, 1:19 am
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Posted: June 21, 2017, 9:17 pm
Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.
Posted: June 21, 2017, 8:35 pm
Wealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.
Posted: June 21, 2017, 8:30 pm
The change could increase inflows into Chinese stocks and improve governance standards, but risks remain.
Posted: June 21, 2017, 8:11 pm
Active managers can compete with passive ones on cost while keeping value-add tenets of active management, Cerulli says.
Posted: June 21, 2017, 7:51 pm
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
Posted: June 21, 2017, 7:32 pm
Marcia Wagner says the administration's focus on the fiduciary rule shows 'how incredibly important the private pension system, broadly defined, is to our safety net of this country.'
Posted: June 21, 2017, 6:38 pm

Life Insurance – InsuranceNewsNet

Your industry. One source.™

AUSTIN, TEXAS (June 21, 2017)—A recent survey from insuranceQuotes.com finds that 37% of adults do not have...

Posted: June 21, 2017, 4:39 pm

AXA, a leader in providing financial security and retirement products, announced today that it is now offer...

Posted: June 19, 2017, 3:27 pm

Financial planners say pressure from taxes and regulation are making them less likely to recommend life and...

Posted: June 19, 2017, 12:38 pm

—The Chinese insurer that owns New York City's Waldorf Astoria Hotel said Wednesday its chairman was unable...

Posted: June 15, 2017, 10:40 am

Mass Mutual Life finished as the top seller of whole life insurance in the first quarter 2017 in a new repo...

Posted: June 14, 2017, 5:17 pm

Highlights for universal life in the first quarter included Prudential ranking as the No. 1 insurer overall...

Posted: June 13, 2017, 5:31 pm

First quarter indexed life sales rose 3.4 percent to $446.5 million compared with the year-ago period, acco...

Posted: June 13, 2017, 5:13 pm

The Trump Administration has stated repealing the estate tax is one of its highest priorities. In April 201...

Posted: June 13, 2017, 2:53 pm

HORSHAM, Pa. – June 9, 2017 –The Penn Mutual Life Insurance Company (Penn Mutual) is delighted to announce ...

Posted: June 12, 2017, 7:37 pm

Indexed life insurance sales were greater than they have ever been in any first quarter, since their introd...

Posted: June 12, 2017, 2:40 pm