-
Michael Fitzgibbon is Vice President of Insurance Services and Chief Underwriting Officer at Slice Insurance Technologies Inc., a New York City-based InsurTech company that provides on-demand insurance and technology.
February 14 -
The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.
February 14 -
-
Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.
February 14 -
-
Between the SEC's proposed Regulation Best Interest and developing state rules, advisors and brokers may have their hands full.
February 14 -
After half a century, Christopher Sargent is making his first career change.
February 14 -
The recruits will operate from a new Cincinnati office.
February 14 -
The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.
February 14 -
Productivity may not come back, but private equity may be the answer for some.
February 14












