SEI, Canoe Update Data Flows for Family Offices
Fintech firms SEI Investments and Canoe Intelligence have moved to help family offices meet higher demand for access to alternative...
life insurance
'Dr. Doom' Is Looking Launch His First ETF
What You Need to Know Economist Nouriel Roubini, who predicted the 2008 financial crisis, would help lead the the Atlas...
The 12 Worst States for an Affordable Retirement: 2024
Start Slideshow Affordability is probably retired people’s main consideration when deciding where to spend their later years — whether to...
Higher Stock Prices and Worried Investors Boost Q2 Annuity Sales
Rising stock prices, good rates and investors’ memories of past stock market woes helped insurers increase U.S. individual annuity sales...
8 Ways the Advice and Investing Worlds Are Changing Now
7. Private equity firms are seeking to reach RIAs’ clients. A number of big investment managers like KKR and Apollo...
5 Trends in Today's Annuity Market: Equitable
Start Slideshow Equitable is one of the life insurers shaping the individual annuity market. It created the modern registered index-linked annuity...
BlackRock Leads Big Firms Racing to Put Private Assets Into ETFs
What You Need to Know BlackRock’s $3.2 billion deal to buy Preqin supports the firm’s aim to “index the private...
Stocks Rally as Powell Fuels Bets on September Cut
David Russell, Global Head of Market Strategy at TradeStation: ”The Fed inched toward a rate cut by noting higher unemployment and...
Pershing Hit With $1.4M Fine Over Bad Interest Rate Data
The Financial Industry Regulatory Authority has fined BNY’s Pershing $1.4 million for distributing more than one million account statements and trade...
Fed Holds Rates Steady, Signals First Cut Is Nearer
Federal Reserve officials held interest rates at the highest level in more than two decades but signaled they are moving...
