News List


M&A in the RIA space rides to another record year

Access to capital and a flood of quality buyers are seen as driving the trend

  • News
  • January 13, 2020

Managing 401(k) fees remains top plan sponsor concern

Callan survey suggests plan sponsors should consider indirect revenues in fee reviews

  • News
  • January 13, 2020

Wall Street targets Silicon Valley rich

Citi, Bank of America and Morgan Stanley are among the firms beefing up their wealth management efforts in Northern California

  • News
  • January 10, 2020

BlackRock joins $41 trillion climate campaign

The addition of the world's largest fund manager is a plus for Climate Action 100+ and its campaign of pressuring corporate polluters

  • News
  • January 10, 2020

Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

  • News
  • January 10, 2020

Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

  • News
  • January 10, 2020

Wells Fargo team with $800 million moves to Raymond James

Daniel Kaschmitter and William Gelegotis are joining the employee unit in Salt Lake City

LPL integrates Envestnet MoneyGuide with ClientWorks

The firm is hoping to make it easier for brokers to embrace financial planning

  • News
  • January 9, 2020

Finra outlines questions firms must answer on Reg BI compliance

Regulator also highlights private placements, digital communications and bank sweeps as priorities

  • News
  • January 9, 2020

Pimco sees U.S. lagging behind global growth in 2020

Bond giant expects real U.S. GDP growth to slow 1.5%-2% this year


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