Prospera Financial Services, a Dallas-based broker-dealer, said yesterday it had recently lured to its platform a duo of veteran financial advisors from B. Riley Wealth Management in Irvine, Calif., ...

FINNY, a New York-based marketing platform, has partnered with RIA firm Integrated Partners a Waltham, Mass.-based $22 billion AUM advisory firm. As part of the relationship, FINNY will offer the ...

Total U.S. annuity sales set another quarterly record, increasing 4% to $119.3 billion in the third quarter, according to LIMRA’s U.S. preliminary third-quarter sales results. The increase was driven ...

The company’s new head Mike Lyons replaced the firm’s chief financial officer and told analysts that “more financial surprises emerged in the start of Q3,” prompting a “rigorous review into our ...

Many women have let up on spending and are prioritizing their future financial wellness in the face of economic instability, according to research by Fidelity Investments. The firm’s 2025 “Women & ...

People’s difficulty getting set up in their relationships with annuity companies and getting digital support from them is having a spillover effect and hurting advisors who recommend the products, ...

The senators warn that alt products may be too risky for 401(k)s, citing lax oversight and greater volatility.

The contract rate on a 30-year mortgage fell 7 basis points to 6.3% in the week ended Oct. 24, according to Mortgage Bankers Association data released Wednesday. The group’s measure of refinancing ...

Fiserv Inc. plunged by the most ever after the fintech slashed its outlook for full-year earnings and announced a broad overhaul of its board and top leadership committee. The company, one of the ...

When it comes to retirement, investors prioritize their peace of mind over higher returns on their portfolios, choosing steady income with minimal risk, a new Capital Group survey found. In fact, 60% ...

Morgan Stanley agreed to buy a trading platform for shares in private companies, the latest move by Wall Street to expand offerings for fast-growing startups. The deal for EquityZen will make it ...

The researchers said the younger population can provide a signal for the state of the overall labor market, which has largely been characterized by low hiring and low firing. Such a lack of dynamism ...