Tech provider teams with The Retirement Advisor University for curriculum
Private equity firm adds Maine-based compliance and distribution consultants
Study finds worker happiness declines, stress increases after first-year honeymoon
Brian Ourand admitted taking $250,000 from the former heavyweight champion and $500,000 from former NBA star Glen Rice and at least two other pro athletes.
Almost half of advisers haven't slowed their compliance plans despite talk of delays
Most Republicans have one, but just 38% of Democrats do; two-thirds of parents with young kids are intestate
'Coinage' 90-second videos will run on 22 company sites, explaining investing and saving.
Client data-gathering tool also links with Redtail and LaserApp
The DOL is expected to prepare an updated economic and legal analysis concerning the likely impact of the rule.
Producers from Wells, Morgan Stanley managed $1 billion.
