IFAwebnews » D.C.

Brown & Brown buys Washington, D.C.-area employee benefits firm

Bob Graham — Mon, 09 Aug 2010 13:02:12 +0000

Brown & Brown has acquired Synergy Benefits, a Potomac Falls, Va., employee benefits firm serving the greater Washington, D.C., metropolitan area.

Brown & Brown buys Washington, D.C.-area employee benefits firm via IFAwebnews.

National financial advisor firm opens office in Texas

IFAwebnews Staff — Thu, 10 Jun 2010 13:18:26 +0000

CAPTRUST Financial Advisors, an independent retirement plan and investment advisory services provider, is opening an office in Dallas, expanding its reach to Texas.

National financial advisor firm opens office in Texas via IFAwebnews.

MIA: CareFirst reserves not excessive, proposes more regulatory review

Keith L. Martin — Fri, 08 Jan 2010 17:49:34 +0000

In what is likely to be his last act as Maryland’s insurance commissioner, Ralph S. Tyler has ruled that the reserve levels of two CareFirst subsidiaries “are neither unreasonably large nor excessive.”

MIA: CareFirst reserves not excessive, proposes more regulatory review via IFAwebnews.

Mid-Atlantic states mull broker compensation rules

Keith L. Martin — Mon, 26 Oct 2009 13:00:42 +0000

As New York works to finalize its own broker compensation disclosure rules, at least three mid-Atlantic states are also investigating the matter.

Mid-Atlantic states mull broker compensation rules via IFAwebnews.

Wachovia settles auction-rate securities case with D.C. regulators

Keith L. Martin — Fri, 23 Oct 2009 13:00:43 +0000

Wachovia Securities has finalized a deal with regulators in the District of Columbia on the repurchase of auction-rate securities to settle allegations the firm’s dealers misled investors about the safety of the market.

Wachovia settles auction-rate securities case with D.C. regulators via IFAwebnews.