Malibu Life Prepares to Enter Retail Annuity Market With $45M TruSpire Acquisition
By Allison BellIt told investors that it would like to generate about $5 billion in annual annuity revenue.
October 16, 2025
Retirement Investors Seek Comfort and CashHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.
October 16, 2025
Schwab’s New Assets Rise 48% on Demand From InvestorsThe Advisor Services unit grew net new assets by nearly $82 billion, a jump of 52% from a year ago.
October 16, 2025
New Bill Would Stop Lawmaker Pay During ShutdownsThe No Budget, No Pay Act prevents Congress from being paid unless it passes a budget and appropriations bills.
October 16, 2025
BofA, BNY Sued Over Alleged Ties to Epstein Sex-TraffickingClass-action lawyers accuse Bank of New York of processing $387 million in payments to women trafficked by the financier.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 15, 2025
New York Life Faces Life Cost-of-Insurance Suit Tied to Tax Law ChangeThe policy owner says the issuer should share the benefits from having a lower income tax rate.
October 15, 2025
The 4 Types of High-Growth AdvisorsMost top-perfoming advisors gravitate toward one or two of these growth personas, an Osaic study finds.