Category: LOANS & MORTGAGES

[ad_1] HOUSTON, October 31, 2023–(BUSINESS WIRE)–Corebridge Financial, Inc. (NYSE: CRBG) today announced that it has successfully completed the previously announced sale of Laya Healthcare Limited (“laya healthcare”) to a subsidiary of AXA S.A. (“AXA”). Laya healthcare, which is the second largest health insurance provider in Ireland, is a full-service managing general agent headquartered in Cork,… Continue reading Corebridge Financial Completes Sale of Laya Healthcare to AXA

[ad_1] DENVER, Oct. 31, 2023 /PRNewswire/ — Lumen Technologies, Inc. (NYSE: LUMN) (“Lumen” or the “Company”) today announced that it has entered into a transaction support agreement with a group of creditors holding over $7 billion of the outstanding indebtedness of the Company and its subsidiaries to, among other things, extend maturities of the debt… Continue reading Lumen Announces Broad Agreement With Creditors That Will Provide The Company with Significant Flexibility to Execute Its Transformation Strategy

[ad_1] Key Takeaways A proposed Biden administration rule would make financial advisors recommend investments in the client’s best interests in certain situations where they don’t already, such as IRA rollovers. Currently, advisors can recommend products that pay them commissions, which the White House calls a conflict of interest that costs investors billions in returns they… Continue reading New Biden Rule Would Make Your Retirement Advisor Work For You—Not For Commission

[ad_1] By Ryan W. NealOctober 31, 2023 at 04:30 PM By 2027, the RIA channel could control nearly one-third of assets, based on data from Cerulli. Despite the wirehouses’ best efforts to retain financial advisors, the movement toward independence is stronger than ever.  The number of financial advisors working at independent RIAs grew 10.6% year over year… Continue reading Independent Advisor Headcount Growth Rolls On: Cerulli

[ad_1] Why the Surge in ‘Mini-Millionaires’ Demands Advisors’ Attention  ThinkAdvisor [ad_2] Source link

[ad_1] It isn’t enough to have happy clients. With the average RIA struggling to grow organically, to avoid becoming “a melting iceberg” financial advisors must “invest in building and optimizing lead generation” says Angela Osborne, chief operating officer of Austin, Texas-based Bluespring Wealth Partners, a subsidiary of Kestra Investment Services. Given that almost two-thirds of… Continue reading Angela Osborne: Effective Lead Generation Strategies for Advisors