Industry News

Still, 73% of those surveyed plan to return to pre-pandemic volunteerism when it is safe to do so, a Fidelity Charitable study finds.        

The findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.        

In these states, the pandemic is filling 18% or more of all inpatient hospital beds.        

Life insurers' hotel and motel mortgage loans performed better than the average commercial real estate mortgage loan they held.        

Sales of whole life held up better than sales of indexed life and fixed universal life.        

A health care executive says many current transparency efforts leave patients in a fog.        

Clients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.        

"Outsized footprint" of Big Three "poses new issues" for U.S. economic competitiveness and financial market stability, says American Economic Liberties Project.        

The group's model rule requires IARs to take 12 hours of continuing education each year.        

The companies said they have received almost all of the regulatory approvals they need.        

One planned fund merger affects the flagship Magellan fund; meanwhile, the number of new RIA client accounts grew 164% from last year.        

Michael Kitces questions whether clients would really seek out advisors with an Accredited Behavior Financial Professional designation.        

The president elect taps a former BlackRock advisor and might name a current executive for a key post, published reports say.        

Many successful advisors tend to forget (or ignore) the very behaviors that helped make them so prosperous and persuasive with clients.        

New signup activity continues to be soft.