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Duality Advisers LP Lowers Holdings in Manulife Financial Co. (NYSE:MFC)
ETF DAILY NEWS· 6 hours agoDuality Advisers LP’s holdings in Manulife Financial were worth $537,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Ask an Advisor: My Advisor Wants Me to Put 50% of My Money in Annuities. Is That Too Much?
SmartAsset via Yahoo Finance· 1 week agoMy advisor is recommending putting over 50% of my portfolio in annuities. What say you? – Georgia As...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via Yahoo Finance· 2 days agoHow useful each may be for you depends on your financial goals and where you are on your path to...
Stephan Micklos Receives Global Sports and Entertainment Director Designation - PR.com
PR.com· 3 hours ago...26, 2024 --(PR.com)-- Morgan Stanley announced today that Stephan Micklos, a Financial Advisor, Senior Vice President, in the Firm’s Wealth Management office in Holladay, Utah has been named a Global Sports and Entertainment Director as part of Morgan Stanley’s Global ...
Paoletti named to Forbes' Magazine's list of Best-in-State Wealth Advisors
The Valdosta Daily Times· 11 hours agoMorgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 19 hours agoOpponents of the rule suggest that advisors or their firms may restrict the types of services they...
How will the new ‘fiduciary’ requirement for retirement planners affect you?
Consumer Affairs· 4 hours agoStephen Kates, principal financial analyst for Annuity.org, see the changes affecting savers two...
FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity...
WTNH-TV New Haven· 3 days agoToday, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs ...
DOL Issues Final Retirement Security Rule | PLANADVISER
PLANADVISER· 3 days agoThe Department of Labor on Tuesday issued the final Retirement Security Rule that will brings change to the fiduciary obligations of financial advisers when dealing with retirement-related ...
Sequoia Financial Advisors LLC Buys 6,652 Shares of MetLife, Inc. (NYSE:MET)
ETF DAILY NEWS· 2 weeks agoThe institutional investor owned 13,211 shares of the financial services provider’s stock after...