Regulatory & Compliance

The Certified Financial Planner Board of Standards is delaying the deadline for compliance with its new Code of Ethics and Standards of Conduct rule to June 30, 2020. So reports ThinkAdvisor.

Saturday, 20 July 2019
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Markets & Investments

Overall sales of annuities during the first quarter of 2019 totaled $57.8 billion, up 17.5% year over year. So reports Insurance Net News.

Saturday, 15 June 2019
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Retirement

A study by the Vanguard Center for Investor Research and Mercer actuaries has determined that retirees in 2018 spent between $4,900 and $6,000 on healthcare costs, including Medicare premiums and out of pocket expenses. So reports the Associated Press.

Friday, 31 May 2019
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Technology & Communications

The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.

Saturday, 20 July 2019
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