The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.
After nearly 40 years with Merrill, advisor Alicia Fuller and her team join under Steward's W2 employee model and will use Raymond James for custody.
On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.
Moody’s changed its outlook on Focus to negative, citing the firm’s “hub” strategy. Meanwhile, the agencies assigned junk ratings to Edelman’s proposed $575 million term loan.
Integrated Partners President Andree Mohr details the benefits of having the right partner.
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
The firm anticipates expanding the technology to more funds on its platform later this year.
The digital-focused advisory recruits advisors from UBS, Farther and others, bringing its total assets to over $400 million.
The two firms announced an exclusive partnership focused on offering hybrid public-private investments across asset classes.
