The rich are still getting richer. | Copyright Graeme Robertson, Getty Images
The rate at which global financial assets increased in 2015 slowed to 4.9 percent, nearly half of the rate of the previous three years, according to the seventh edit...
Proud to be Great American.
Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s...
It takes a village. | Gurzzza/iStock/Thinkstock
Because kids these days just can't do anything on their own, grandparents are more than willing to help foot the bill for their grandchildren's college educations, according to Fidelity Investmen...
The fiduciary rule goes into effect in April.
Fiduciary education provider fi360 has introduced a new training program to help advisors understand the Department of Labor’s fiduciary rule. The online program consists of five modules that go t...
Keep an eye on it. | nevarpp/iStock/Thinkstock
Cybersecurity is one of the biggest compliance issues facing registered investment advisors today, and the regulators are making it a top priority. A new Financial Planning Association survey, sp...
Making trades. | poplasen/iStock/Thinkstock
Traditionally, parents would teach their children about saving, investing and the tools they can use to reach their financial goals. Not anymore, says Robinhood, a no-fee stock-trading app. According...
Changes are afoot.
NorthStar Financial Services is adding a new national accounts team to support the firm’s asset growth and relationships among subsidiaries like Gemini, Orion and CLS Investments. Todd Clarke, the former CEO of CLS, and Bill...
Dinner conversation: their finances. | Copyright Tim Boyle, Getty Images
Millennial couples love to talk about money, says TD Bank's Love & Money survey. Almost three-quarters of millennials in a romantic relationship say they discuss finances...
The next generation. Copyright Evan Agostini, Getty Images
Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...
Moving on. | Copyright Tim Boyle, Getty Images
State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the insurer’s agents are licensed t...
