Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Award is the largest penalty for UBS involving the Caribbean island to date.
Departure by Retirement Benefits Group comes on the heels of IFP's decision to start up its own broker-dealer.
Service providers are getting pinched by fee compression.
The purchase of FCE Group continues Captrust's strategy of boosting its wealth management business.
The company settled a similar self-dealing lawsuit four years ago for $12 million.
Appointment of Bryan Hodgens is second shake-up in a year at the retirement unit.
A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes
If other insurers also start to terminate VA trail commissions, brokers might opt to take upfront sales commissions instead and start churning their clients' annuities.
Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.
Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.
