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California governor backs best-interest bill for annuity sales
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
Ameriprise bracing for $50 million penalty over messaging
'There's no rhyme or reason regarding how these penalties are determined,' one industry executive says.
Carbon emissions reach record high despite renewables gains
The International Energy Agency says CO2 stats would have been far worse without green energy.
World Trade Organization inches toward new agreements on global trade
Agriculture, fisheries among the key topics being debated by 160 countries.
Brothers settle 21-year feud over billions in diamonds, LA real estate
Bizarre case has been likened to Dickens' novel Bleak House, but with a twist.
Research hints at vicious mental health-wealth cycle for workers
New TIAA report points to two-way interplay between financial stressors and US employees’ mental health.
Vanguard announces CEO Tim Buckley to retire
The fund company launches a search for chief executive’s successor as CIO Greg Davis is elevated to the role of president.
With great growth comes great conflicts for RIAs
Where Wall Street goes, trouble is sure to follow.
Quest for scale is reshaping RIAs, report says
Amid continued consolidation and M&A, mega-RIA firms are emerging to play key roles in shaping the wealth industry.
Nomination deadline closing in for InvestmentNews Awards
Friday is the final day to highlight a worthy candidate.
Webull joins with SPAC for $7.3B public listing
Digital investment platform owner intends to list on the Nasdaq.
JPMorgan in partnership talks for private credit push
The Wall Street bank is reportedly in advanced discussions with potential partners.
Girl just wants to have funds? Cyndi Lauper monetizes catalog
Grammy-winning star sells rights to ABBA member's firm for undisclosed sum.
Former Hightower advisor sues firm over noncompete restrictions
Case against RIA aggregator seeks relief and damages over allegedly over-broad interpretation of noncompete language.
What are LPL, Cambridge paying for advisors’ businesses?
'For the next decade, we are going to be in a succession planning landslide,' one industry consultant says.
Revealed: The best workplaces for US financial advisors in 2024
With offerings ranging from team-based cultures to flexible work models and personalized career pathways, these wealth firms are standing out in the race for talent.
Retirement savers finished 2023 on a high note, Fidelity says
Three-quarters of eligible workers made contributions to their accounts amid near-universal inclusion of Roth options in workplace savings plans.
Pensions vital to solve brewing retirement crisis, says think tank
Immediate fixes to crumbling workplace pension and Social Security systems required, report says.
Americans are reducing spending, dipping into savings: Wells Fargo
The cost of living means many are having to make tough choices.
Trio of challenges keeping millions from a key part of the American dream
The will to become a homeowner remains strong, but the way is blocked.
