BlackRock In-Plan Annuity Program Attracts $16B in Assets

Published on January 17, 2025

Equitable and Brighthouse will provide the streams of lifetime income.

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SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues

January 17, 2025
Scott J. Mason of Rubicon Wealth Management defrauded at least 13 advisory clients out of more than $20 million, spending it on country club dues and a miniature golf course in New Jersey, the regulator claims.

U.S. Bull Market in 7th Inning: Fidelity's Timmer

January 17, 2025
Two firm leaders say stocks could face more pressure this year; another sees an "intriguing" equities setup.