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Jenni Rivera was a singer-songwriter, actress and Telemundo TV star who died tragically and now her estate will be as rocky as her life.
January 13
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The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.
January 13 -
U.S. exchange-traded fund assets increased by $292.7 billion or 28% in 2012, in part driven by positive cash flows of $182.6 billion, marking a new all-time high for the industry on the eve of its 20th anniversary, according to data from State Street Global Advisors.
January 13 -
More municipal bond investors have shown an affinity for actively managed muni ETFs.
January 13 -
Inflows returned to the market for municipal bond mutual funds with a vengeance, at $1.55 billion for the week ended Jan. 9.
January 13 -
Lincoln Financial Group has selected the FireLight platform to automate and streamline its annuity applications.
January 13 -
Two former Scott & Stringfellow advisors with $175 million in assets have moved to Hilliard Lyons.
January 13 -
Zero Alpha Group, an alliance of independent advisory firms, is zeroing in on the next generation of members prospective leaders. The group has formed the Zero Leadership Institute, hoping for positive results.
January 13 -
Should you give all of your clients the exact same level of service? Even if you wanted to, would it be best for your practice?
January 13
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Don’t get caught in the weeds. From managing clients and their assets to hunting for new prospects, it’s easy to get caught up in the “doing” and lose sight of what it takes to run your practice.
January 12
