Fidelity Investment lost its top-dog status as the number one distributor and mutual fund provider to rivals Charles Schwab and Vanguard, according to a new report.

The Greater Philadelphia Chapters of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals will hold their annual View from the Top state of the industry program Jan. 27.

The Schwab 529 College Savings Plans, sponsored by the state of Kansas, and South Carolina’s Future Scholar 529 College Savings Plan claimed top honors in a recent analysis of direct-sold …  Read →

Fringe Benefit Group, based in Austin, Texas, has added the Nationwide Retirement Clear Advantage platform to clients through The Contractors Plan, its wage benefit program.

Adam Bonsky, executive vice president of …  Read →