Monthly Archive: July 2023

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New Study Supports Private Equity in 401(k)s

What You Need to Know Pension plans have benefited in recent years from their use of private equity and other illiquid investments, according to a new report. The success raises the question of whether...

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SEC Would Add 83 Examiners With Budget Boost

The Securities and Exchange Commission would use its 2024 budget boost in a Senate appropriations bill to add 83 additional full-time examiners, SEC Chairman Gary Gensler told senators Wednesday. The Appropriations Committee appropriated $2.4 billion...

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5 Top Trends From Merrill Q2 Results

“Lindsay and I continue to see this commitment to clients and growth firsthand,” he told reporters. “We’re seeing it firsthand as we’re out on the road meeting with our teammates, our advisors, our client...

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Westland Insurance acquires Sigurdson Financial Benefits Inc.

Westland continues growing across Canada with an acquisition in Manitoba Toronto, ON (July 6, 2023) – Westland Insurance, one of Canada’s largest independently-owned brokerages, is pleased to announce that it has acquired Sigurdson Financial...