MARCH 10, 2018

INSURANCE

Ibbotson: Fixed Indexed Annuities Beat Out Bonds

Diana Britton

In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio.

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PEOPLE

Backed by Rockefeller Family, Greg Fleming Plans a New Wealth Management Firm

Diana Britton

The former head of wealth management at Morgan Stanley has got experience, talent and ambition. And now he has the Rockefeller Family as backers. What is his plan?

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INDUSTRY

Will Lightyear Buy Back Cetera?

Diana Britton

The acquisition would bring Cetera, previously owned by Lightyear prior to RCS Capital, full circle.

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INDUSTRY

Morgan Stanley Drops Restraining Order Against Brokers, But Still May Have Accomplished its Goal

Michael Thrasher

Attorneys say the brokerage is trying to bully advisors with the court cases to deter others from leaving the firm.

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ESTATE PLANNING