Paul Atkins wants agency staff to narrow the scope of filing requirements.
With balances in 401(k) accounts slipping, it’s even more important to maximize funds.
The NewEdge parent company's 10th transaction in the retirement space adds compliance and prospecting support capabilities for plan advisors and other intermediaries.
The top-rated advisor CRM provider is poised to broaden its footprint across the RIA and enterprise BD space with fresh funding for new AI features, expanded integrations, and deeper enterprise capabilities.
Miles Marshall was “the proverbial big fish in a small pond,” according to one attorney.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave