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  • Credit Suisse Research Institute publishes 2018 Global Investment yearbook

    by Carol Ostrow | Mar 2, 2018

    Co-publishing with London Business School faculty, the Credit Suisse Research Institute recently released its 2018 edition of the Credit Suisse Global Investment Returns Yearbook, providing data for nearly two dozen nationwide stock and bond markets.

  • Commodity performances reflect challenges of harsh winter across U.S.

    by Carol Ostrow | Mar 2, 2018

    Credit Suisse Asset Management recently reported that despite a difficult winter sparking changes in the commodities sector, the Bloomberg Commodity Index Total Return performance marked a positive result for January 2018.

  • Security Benefit Life's RateTrack Plus designed to maximize annuity investments

    by Carol Ostrow | Mar 2, 2018

    Retirement savings advisory firm Security Benefit Life Insurance Co. of Topeka, Kansas recently unveiled its RateTrack Plus, a floating rate annuity with benefits engineered to buffer clients in a variable interest rate market.

  • Cornerstone Bank to promote cyber security with seminar series

    by Carol Ostrow | Mar 2, 2018

    Advising small business owners not to let a false sense of immunity compromise cyber security, Cornerstone Bank is preparing for seminars to enhance entrepreneurial protection at multiple locations in North and South Dakota on March 21.

  • Principal acquires Mexico’s MetLife Afore

    by Carol Ostrow | Mar 2, 2018

    After full regulatory approval, Principal Financial Group recently culminated its acquisition of MetLife Afore, a pension fund management enterprise based in Mexico City, poising Principal as Mexico’s fifth-largest Afore entity.

  • Prudential promotes benefits of financial wellness

    by Carol Ostrow | Mar 2, 2018

    Prudential Financial Inc. recently called for American employers to embrace benefits inclusive of financial wellness in recognition of two specially designated time periods over the past month.

  • Baird Private Wealth brings Bingaman aboard in Illinois

    by Carol Ostrow | Mar 2, 2018

    Baird, a global wealth management firm with offices in three continents, recently brought on Richard Bingaman as SVP and financial advisor to its Elgin, Illinois office, along with client assistant Barbara Marshall.

  • Prudential’s Pathfinder works with USO to ease military transitions

    by Carol Ostrow | Mar 2, 2018

    The free financial education program is in over 200 locations, including an online financial wellness platform.

  • Genworth Financial mourns the death of director James Parke

    by Rumbidzai Karen Musvosvi | Mar 5, 2018

    James Parke, Genworth Financial's longest-serving director, passed away on Feb. 21 following a long illness.

  • Former Sammons Financial Group chairman, CEO John Watson dies

    by Marian Johns | Mar 6, 2018

    Sammons Financial Group (SFG) has announced the passing of the company's former chairman and CEO John "Jack" Watson.

  • Midland National offers $1,000 spring sweepstakes

    by Carol Ostrow | Mar 6, 2018

    One lucky winner will win $1,000 to use for home improvement projects, courtesy of Midland National, which is accepting entries for its 2018 Spring Home Sweepstakes contest through March 20.

  • Midland National Life expedites approval process

    by Kasey Schefflin- Emrich | Mar 8, 2018

    Midland National has introduced a faster and less invasive way to obtain a life insurance policy.

  • Principal Financial Group taps Patterson to lead retirement solutions

    by Marian Johns | Mar 10, 2018

    Principal Financial Group has tapped 17-year company veteran Jerry Patterson as its new senior vice president of full service retirement and individual investor businesses for Retirement and Income Solutions.

  • U.S. stocks to climb over 8 percent this year, strategists predict

    by Marian Johns | Mar 10, 2018

    U.S. stocks are set to climb over 8 percent this year as they continue to recover from the recent selloff, according to Caroline Valetkevitch from Reuters.

  • Principal launches low succession planning initiative for U.S. business owners

    by Marian Johns | Mar 10, 2018

    Principal Financial Group has launched a new initiative in an effort to encourage low succession planning among business owners in the U.S.

  • Baird announces over $5 million in associate bonuses, charitable donations

    by Marian Johns | Mar 10, 2018

    Baird has recently committed to an investment of over $5 million for its employees and community projects that will come in the form of cash bonuses for associates and charitable donations, a move the financial services firm says is a result of recent tax reforms.

  • Gates appointed to board of directors at Raymond James Financial

    by Rumbidzai Karen Musvosvi | Mar 13, 2018

    Raymond James Financial has appointed Anne Gates to the board of directors and named her to the Audit and Risk Committee.

  • Wealth Management Americas advisers named tops in their states

    by Kasey Schefflin- Emrich | Mar 17, 2018

    Those top advisers were Jonathan Beukelman, Sandra Dalton, Rick Frayard, Michael Jeffries, Tony Smith and Gary Tantleff.

  • Isenberg to head up Neuberger Berman’s global marketing efforts

    by Nicholas Echevarria | Mar 17, 2018

    Neuberger Berman names new head for its global marketing efforts

  • Midland National Life traces its history to early 20th century

    by Carol Ostrow | Mar 17, 2018

    Following its 19th-century beginnings — when sickness could claim lives easily and industrial activity had yet to evolve to its full potential in America’s heartland — Midland National began to come of age from 1910 through 1929.

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