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Tom McInerney. Credit: Allison Bell/Touchpoint Markets Tom McInerney, the president and chief executive officer of Genworth Financial, is taking a "temporary leave of absence from his role to focus on his health," the company said today. Jerome Upton, Genworth's chief financial officer, is now interim president and CEO. Melina Higgins, the Genworth board chair, said she expects the company to maintain continuity during this interim period.

Edelman Financial Engines has appealed a federal judge's decision that tossed the firm's poaching lawsuit against competitor Mariner Wealth Advisors. Information about a wealth advisory firm's clients, while valuable, isn't necessarily a trade secret, the U.S. District Court for the District of Kansas found last month.

The Financial Industry Regulatory Authority has suspended a former NY Life Securities rep for nine months and fined her $5,000 for falsifying documents and information relating to a customer's life insurance policy and commingling customer funds with her own. According to FINRA's order, Kim Thien Tran engaged in the activity between April and June 2023, while associated with NYLife Securities. On Oct. 11, 2024, NYLife Securities filed a Form U5 disclosing Tran's termination. On Dec.

After one of the best quarters for U.S. stocks in roughly 75 years, Bob Doll expects further uncertainty in market outlooks and the global economy. Doll, Crossmark Global Investments' CEO and chief investment officer, also provided an update on his 10 predictions for 2026. Four are heading in the right direction and it's either too soon or too close to call the other six, he reported. "We expect the global macroeconomic landscape to remain highly uncertain ...

The plan by the Securities and Exchange Commission to allow semiannual rather than quarterly reporting by publicly traded companies would keep investors in the dark and is generally a bad idea, according to an advocacy group and a survey of investment analysts and portfolio managers.

Hightower Advisors announced Tuesday that it has expanded its Hightower Signature Wealth channel with the addition of Private Vista LLC, Hightower Great Lakes and The McGuirk & De Nevi Group. Collectively, the three practices had about $5 billion in assets under management as of June 30. Hightower Signature Wealth now comprises about $35 billion in assets under management, more than 140 advisors and upward of 40 locations nationwide.

12 Worst States to Save for a Down Payment Slideshow July 07, 2026 at 12:04 PM Start Slideshow As rising home prices outstrip wage growth, the amount of time that buyers may need to set aside enough money has changed sharply in many parts of the United States, SmartAsset reported Monday. In some states, rising incomes have helped offset higher home values, while in others, buyers may face a substantially longer path to ownership than they did just a decade ago.

As the idea of wrapping annuities into 401(k) plans gains traction, advisors may need to help guide clients in handling these complex products. Assets in target-date strategies with annuities reached $44 billion in March, an increase from $25 billion a year earlier, Morningstar reported in May. Broader multi-asset portfolios with in-plan annuities exceeded $115 billion, a 150% increase from two years earlier.

As I approach the end of a career representing financial professionals, speaking at national events, conversing with famous plane seatmates, receiving various honors and even performing stand-up comedy, I want to provide a heartfelt message around achieving a more fulfilling work-life balance. This applies to younger people about to begin their careers and to older practitioners in the midst or end of theirs.