RightCapital Launches Streamlined Prospecting Tool

Published on August 5, 2025

RightExpress enables advisors to develop a financial plan for potential clients with minimal time and data inputs.

       
Continue reading on website
Other news

Debate: Should 401(k) Catch-Up Contributions Be Roth-Only for High-Income Taxpayers?

August 5, 2025
Under Secure 2.0, it's an all-or-nothing question for employers starting in 2026.

Transamerica Life Sued Over Variable Annuity Premium Taxes

August 5, 2025
The plaintiff questions how the insurer handled billing for customers who surrendered their contracts early.      Related StoriesReinsurance Fog Puts Life and Annuity Customers at Risk: Valmark CEOSS&C Technologies Unifies Wealth Suite, Black Diamond PlatformLPL Names Former McKinsey Partner as Chief People Officer