Jacqueline Sergeant

Fidelity, Schwab Unseat Vanguard In J.D. Power Self-Directed Investor Study

by

Millennials are less loyal, less satisfied with their investment firm than their elders.

iCapital Partners With Nasdaq To Create Marketplace For Private Funds

by

The agreement will offer liquidity solutions to advisors and clients with private equity investments.

Annuity Sales On Pace For 5% Growth In 2019

by

Indexed annuity sales are leading the way and are projected to increase 38 percent in 2023, LIMRA said.

92% Of Advisors Using Social Media To Gain New Clients

by

More than half of advisors surveyed said they use social media for business development and client relations.

Report Shows Gaps In Financial And Economic High School Education

by

Only 17 states require that high school students take a course in personal finance.

Retirees Will Spend About $285,000 On Health Care, Fidelity Says

by

It's a big expense, but health-care costs have leveled off in recent years, the company said.

New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners

by

The deal provides the advisory firm with capital to expand its brick-and mortar offices.

Cerity Partners Acquires Blue Prairie Group, Creating $21 Billion RIA

by

Blue Prairie oversees $11 billion in retirement plan assets.

More Americans Likely To Buy Simplified Underwritten Life Insurance

by

LIMRA also found that a majority of consumers are attracted to a combination life insurance product.

FPA's New Online Course Helps Planners Advise College-Bound Families

by

The eight-module program covers a variety of funding strategies.