FIDx, Ebix partnership will act as a bridge between insurance carriers and wealth managers
The nontraditional investment product platform is dipping its toe into insurance, launching a service with Robert Schechter and Associates LLC.
Nationwide received a favorable private letter ruling on the taxation of advisory fees from nonqualified annuities.
The new rules hold brokers of annuities to a best interest standard and could be a model for other states to follow.
Envestnet | MoneyGuide's partnership with Jackson National Life Insurance is a hint of what's to come.