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Retirees often underestimate the cost of the second-largest expense for people 65 and older.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

He’s the latest broker to leave a wirehouse for a regional BD.

Mitch Doust is Executive Vice President and Head of the Americas for CoverGenius, where he is responsible for the establishment and growth of the XCover platform and the broader Cover Genius business across North America, Canada and Latin America. Mitch recently joined Cover Genius from leading insurtech company Trov (www.trov.com), where he was Global Head of Business Development and led the establishment of Trov's global network of insurance partnerships. Prior to his move into technology, Mitch began his career with EY in Australia before moving to the Suncorp Group (one of Australia’s leading insurers) where he held a number of strategic roles including P&C strategy, venture investing and strategic innovation. Mitch also serves as an independent advisor at Anthemis Group

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.