Displaying 68 results
Another financial pro fired after racist insult
Prudential cuts rep after he allegedly tells a Korean-American social media star to "go back to Wuhan" at a California restaurant
Interest in emergency savings accounts likely to grow post-COVID-19
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
Asset managers face ‘zombie’ future, PGIM executive says
Firms that don't have a track record of beating the market or can't offer a diverse range of investments may be left behind.
Three Wells Fargo reps managing $150 million move to Raymond James
Roper Fields, Thomas Fields and B.V. Lawson join employee unit in Cool Springs, Tenn.
Three Wells Fargo reps managing $150 million move to Raymond James
Roper Fields, Thomas Fields and B.V. Lawson join employee unit in Cool Springs, Tenn.
Prudential reverses variable annuity suspension in New York
The decision follows a similar route taken by peers like Jackson National and Lincoln Financial.
Prudential reverses variable annuity suspension in New York
The decision follows a similar route taken by peers like Jackson National and Lincoln Financial.
In New York deal, six insurers will pay $1.8 million over annuity sales practices
Faulty comparisons led consumers to swap annuities to their disadvantage, the state charged.
Advisers can beat out firms like Fidelity with this marketing approach
Planners can't compete on ad spending but local Google Search results can be even more beneficial to business development.
Financial decisions made by diverse populations more likely to revolve around others
The new Prudential report surveyed members of diverse populations, including women, black Americans, Asian Americans, Latino Americans and members of the LGBTQ community
Private equity eyes long-term care insurance
There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.
Genworth raises long-term-care insurance costs an average 58%
The cost increases, approved by regulators in the second quarter, affect roughly $160 million of in-force premiums.
Companies start paying employee student loan debt
The goal is usually described by employers as a way to attract and retain talent, but not all firms handle it the same way.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Prudential pivots toward indexed annuities
Other big VA carriers such as AIG and Nationwide have already seen success in the indexed annuity market.
Wells Fargo team managing $1B in Anchorage, Alaska moves to Baird
Three veterans collectively have 70 years of industry experience.
Prudential wins appeal of 401(k) fee lawsuit
The case serves as a reminder to 401(k) record keepers that they may be considered fiduciaries even without exercising discretion over plan assets.
Rollins Inc. 401(k) participant sues Morningstar, Prudential over alleged RICO violations
Plaintiff says automated investment advice program is a 'predatory racketeering enterprise'
Raymond James recruits Oregon adviser from Morgan Stanley
Veteran adviser manages $170 million in client assets.
Prudential halts some insurance sales through Wells Fargo after ex-employees’ whistleblower lawsuit
Plaintiffs allege wrongful termination after urging their employer, Prudential, to take action over seemingly fraudulent sales of life insurance policies by Wells Fargo's retail bank.
