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Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.
Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as consolidation shapes the future of wealth management.
Despite delays and glitches, the third-annual AdviceTech.Live was well-balanced between new tech demos and lively panels, raised $32,000 for financial planning-related organizations, and demonstrated that virtual-only advisor conferences—born out...
Following the blockbuster settlement, expect messaging apps and personal devices to be a 'routine' part of SEC scrutiny for firms of all sizes, say compliance experts.