Edward Bernard, vice chairman of
Bernard will hold the position for a year at a time. Murphy held the post for two years.
ICI’s board sets the lobbying agenda and oversees the group’s actions. Bernard’s board includes as governors Jonathan Baum, chairman and CEO of The Dreyfus Corp.; Dorothy Berry, independent trustee at Allegiant Funds; John Kim, CEO of New York Life Investments; Donald Pratt, independent chair at American Century Funds; and Robert Reynolds, president and CEO of Putnam Funds.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
