Though NBIM is largely an index tracker that invests according to a strict mandate overseen by Norway’s finance ministry, it seeks to make the most of its limited leeway. It owns, on average, 1.5% of ...

Waterlily is not tied to any insurance product, but it does allow advisors to upload any product from any carrier—whether it's a traditional LTC product, a hybrid policy, an annuity-based LTC, or life ...

For its part, BlackRock said in response to O’Connor’s ruling that it acts “independently and with a singular focus on what’s in the best financial interests of our clients. Our only agenda is ...