Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm.
Parnassus Investments will continue to operate independently with CEO and CIO remaining in place.
The Indianapolis-based firm, formerly David A. Noyes & Co., agrees to censure, a fine and restitution.
The new feature on the IBD's platform lets advisers use a variety of models within a client's portfolio,
The company says the tools that are currently available don't focus enough on clients' needs.
Eight Kansas reps will affiliate with the independent unit of Raymond James through Beyond Wealth Advisors.
Starting in 2022, the Thrift Savings Plan will offer a new mutual fund window that will include ESG funds.
Finra also censured the firm in connection with privacy breaches that occurred during transfers of new clients.
The former executive at Goldman Sachs and AIG will head the firm's new investment effort, Kestra Investment Management.
A lobbying group for PE firms is rolling out ads targeting 25 members of Congress to try to protect the carried interest tax break.
