Ubiquity says its new 3(16) services will allow it to take on heavily regulated fiduciary responsibility, while it will receive business referrals from Paycor to provide retirement benefit solutions.
INSIDE THE MAGAZINE PLANADVISER May/June 2022
The tool reduces complexity for borrowers and lowers the administrative burden for employers by automating several steps of the application process.
As inflation chips away at people’s spending power and concerns about a recession cause substantial stress, employers can provide targeted benefits that build employee loyalty and protect productivity.
The courses, approved by the North American Securities Administration Association, will provide investment advisory representatives with training on best compliance practices, investment products and ethics.
According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and wealth management deal volume has continued at a strong pace in the first half of 2022.
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
Yet another employer has been sued by plaintiffs represented by the law firm Capozzi Adler.