Regulatory & Compliance

Raymond James has agreed to a $15 million settlement to resolve a lawsuit originally filed in 2015. The lawsuit claimed the firm had inflated its fees by up to 10 times in its passport accounts, which are self-directed. So reports Financial Planning.

Saturday, 15 June 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

A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.

Saturday, 27 April 2019
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