Continued market volatility and rising interest rates will push fixed annuities to new highs, Limra estimates.
LPL terminated Scott Klor in 2017 for violating firm policies.
Strategic Retirement Partners is joining GRP Financial, an LPL super-OSJ.
Adviser seeks $10 million in damages in dispute over copyrighted sales materials.
Some advisers are confident they can provide enough value to justify their fees.
Acquisition adds presence in Wolfeboro, N.H., to firm's New England footprint.
Unit has been hit particularly hard by investor flight to cheaper funds.
The next chief executive faces a daunting challenge, with more than a dozen investigations targeting the bank.
Acquisitions in the retirement plan market are heating up.
The key is looking beyond the broad category averages to focus on portfolio managers and the investment process
Allison H. Lee could arrive just as the agency is finishing its advice reform rule, or get stuck awaiting Senate confirmation.
Further action appears unlikely with legislature set to adjourn April 8.
Co-founder Philly Jones and team leave; remaining partner continues as FiduciaryVest
Blue Prairie's retirement plan business gives Cerity Partners an 'end-to-end' solution.
Irongate International of Moline, Ill., and Atlanta's Peachtree Investment Advisors join firm.
Annual study says total estimated cost has risen more slowly in past two years.
The case, the first to address the issue of ERISA pre-emption, is a positive sign for other states.
Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.
Firenze Wealth Management is based in metro Portland, Ore.
Measure would help small businesses offer plans, require that statements include lifetime-income projections, ease use of annuities in plans and increase the RMD age.
