Primerica is also planning an initial public offering, in which Warburg has reserved the right to invest an additional $100 million, in which case its stake would rise to 30%.
Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
