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By Marlene Y. Satter, AdvisorOne |
May 17, 2012
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
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By Marlene Y. Satter, AdvisorOne |
April 11, 2012
This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.
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By Marlene Y. Satter & Ron Pechtimaldjian, AdvisorOne |
March 30, 2012
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
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By John Sullivan, Advisorone |
December 13, 2011
Sun Life Financial announced Monday that it will exit the annuity business effective Dec. 30, costing jobs in its Wellesley, Mass., and Portsmouth, N.H. offices.
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By Marlene Y. Satter |
October 6, 2011
This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.
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By James J. Green, AdvisorOne |
May 9, 2011
Strategy shown by sponsorship deals with Dolphins and Celtics, LPL platform presence and growth in RIA channel.
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By Danielle Andrus, AdvisorOne |
May 5, 2011
More than 90% of consumers don't know or underestimate how much health care will cost them in retirement, a survey released Wednesday by Sun Life Financial found.
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By John Sullivan, Advisorone |
April 14, 2011
Disappearance of defined contribution plans options means rising need for VAs.
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By John Sullivan, Advisorone |
January 14, 2011
Deal includes Jumbotron, digital marketing and team appearances.
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By Danielle Andrus, AdvisorOne |
November 3, 2010
Sun Life Financial reported Wednesday third quarter income of $448.5 million, up from a loss of $138.6 million in the third quarter of 2009.