Massachusetts becomes the 30th state to enact a rule or law based upon the model passed by the National Association of Insurance Commissioners, intended to align state regs for annuity sales with the SEC’s Regulation Best Interest.
Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape.
Well-known wealthtech editor Davis Janowski opens up for the first time publicly about his years-long battle with depression, and how his love for kayaking and being out on the open water has helped bring him out of it.
Join us on December 19th as we explore the evolution and future of client reporting across the industry. We’ll review why customization is key and how effective reporting can enable asset retention and generate new business.
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