Jonalyn Cueto

Jonalyn Cueto
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US annuity sales reach record high in the first half of 2024
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 25, 2024
US annuity sales reach record high in the first half of 2024

Annuities have benefited from favorable economic conditions and the Federal Reserve not cutting interest rates this year, says Limra head of research.

Stifel's Q2 2024 earnings beat forecasts
NEWS INDUSTRY NEWS JUL 25, 2024
Stifel's Q2 2024 earnings beat forecasts

Company reports substantial increase in revenue compared to last year.

Interest in guaranteed retirement income increases
RETIREMENT RETIREMENT PLANNING JUL 25, 2024
Interest in guaranteed retirement income increases

More than half of survey respondents acknowledge they are not saving enough for a financially secure retirement.

Genstar Capital becomes majority investor in Docupace
YOUR PRACTICE FINTECH JUL 24, 2024
Genstar Capital becomes majority investor in Docupace

Investment boosts growth and innovation potential for wealth management software firm.

Fintech firm introduces one-button ETF investing platform
INVESTING ETFS JUL 24, 2024
Fintech firm introduces one-button ETF investing platform

New application aims to revolutionize ETF investing.

Raymond James welcomes new VP of wealth management to Dublin office
NEWS INDUSTRY NEWS JUL 24, 2024
Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

KKR to acquire Janney Montgomery Scott from Penn Mutual
NEWS INDUSTRY NEWS JUL 24, 2024
KKR to acquire Janney Montgomery Scott from Penn Mutual

Janney manages over $150 billion in assets and employs more than 900 financial advisors across 135 offices in the US.

DAFgiving360 donors contribute over $6.6 billion to charities
YOUR PRACTICE PRACTICE MANAGEMENT JUL 23, 2024
DAFgiving360 donors contribute over $6.6 billion to charities

Schwab's charitable giving initiative marks 31% increase from 2023.

Advisor takes $250 million practice to Ameriprise
NEWS ADVISOR MOVES JUL 23, 2024
Advisor takes $250 million practice to Ameriprise

John Cortale and team will work under a new name, Monumental Financial Planning.

Former data executive alleges unfair dismissal by Citi
NEWS REGULATION AND LEGISLATION JUL 22, 2024
Former data executive alleges unfair dismissal by Citi

Lawsuit claims Kathleen Martin was poached under false pretenses.