Advisors Need To Focus On How Tech Will Help Clients, Fintech Execs Say

Published on August 28, 2024

Advisors Turning Advisors Off with Tech Talk

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SEC Retreats From 'Swing Pricing' Mandate for Mutual Funds After Stiff Opposition

August 28, 2024
The plan would have imposed swing pricing during periods of high redemptions, making it costlier for investors.

Annuity Sales Set Record With Double-Digit Q2 Gains

August 28, 2024
Total U.S. annuity sales jumped 26% year over year to $109.9 billion in the second quarter, with nearly all product lines experiencing double-digit growth, according to LIMRA's U.S. Individual Annuity Sales Survey.