Athene will provide benefits to about 18,000 participants in Lockheed’s pension plan. The deal follows a 2018 agreement between the two companies in which Athene assumed $800 million in obligations tied to around 9,000 retirees and beneficiaries of the aerospace giant’s pension plan.
The provision, tucked inside a massive infrastructure bill, would require tax reporting for transactions similar to securities. The measure seeks to ensure that details about digital transactions — such as purchase price, gains and losses — are reported to the IRS.
Connecticut is among 11 states and cities that have enacted auto-IRA legislation, and it will be one of the few to go live.
The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.
The shifts signal that the financial services industry is rethinking its return-to-office plans as the highly contagious delta variant sweeps across the country.
Finra cancelled the license of Florida-based Spartan Securities Group in 2019.
A recent survey showed most public companies are revealing information on climate change, but want mandatory ESG disclosures to be flexible.
Jeff Anderson and Doug McClure of Bothell, Washington, affiliate through Mainspring Wealth Advisors, an office of supervisory jurisdiction.
The list will help employers avoid lawsuits related to their retirement plans, according to the group that built it.
Americans experienced a wide range of financial consequences during the pandemic. A new survey analyzes the financial impact of the pandemic on different generations
More RPAs are choosing to sell, in part to get referrals, especially if they are part of a benefits firm. But being part of a larger firm as an employee is not appealing to all.
The insurance broker and the record keeper team up to create a product for small retirement plans.
The Securities and Exchange Commission chairman called on lawmakers to expand the agency's investor protection mandate to include crypto trading and decentralized finance. Cryptocurrency assets are worth roughly $1.6 trillion.
The San Diego tech firm will use the funds to expand its offerings to RIAs and explore registering as a broker-dealer.
Being in debt can be the difference between scraping by and struggling, and people recognize the relationship between finances and health, surveys show.
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
FMG Suite is giving advisers mobile access to content marketing, which relies on sharing online content to drive client engagement. Digital marketing solutions is slated to be the largest planned increase in net spending for an adviser’s tech stack throughout the year, according to the InvestmentNews Adviser Technology Study.
If the perceived value of an RIA is tied to the adviser's investing prowess, it makes it hard to develop a succession plan or sell the firm.
Understanding what a company does can skew our perceptions of the risk of investing in the company.
The family-based team is joining the firm's employee unit and opening an office in West Fort Worth, Texas.
