Tag: insurance

Advisory M&A

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Investment Service and Product Launches

Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs; CAIA offers advisers digital assets online course; and more.

Art by Melinda Beck

Professional Groups

Owners’ concerns are saving enough for retirement and reducing their tax liabilities