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'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock

Jay Jacobs from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how investors are using thematic investing to gain market exposure to disruptive technologies.

Maine practice managing $170 million opts for Arkadios
NEWS RIAS OCT 26, 2022
Maine practice managing $170 million opts for Arkadios

Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.

Federal court orders company and its owner to repay 401(k) plan
RETIREMENT RETIREMENT PLANNING OCT 26, 2022
Federal court orders company and its owner to repay 401(k) plan

The president and owner of an Illinois-based health care company failed to make necessary contributions to the retirement plan.

Truist advisers managing $446 million depart for D.A. Davidson
NEWS ADVISOR MOVES OCT 26, 2022
Truist advisers managing $446 million depart for D.A. Davidson

Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.

The stock market’s biggest tricks and treats
INVESTING EQUITIES OCT 26, 2022
The stock market’s biggest tricks and treats

Goblins and ghouls are scary, but big moves in the stock market can elicit even more emotion among investors.

Top 529 college savings plans in 2022
NEWS INDUSTRY NEWS OCT 26, 2022
Top 529 college savings plans in 2022

Here are the college savings plans that Morningstar awarded with its highest rankings of gold and silver.

Merrill adviser family managing $540 million moves to RBC
NEWS RIAS OCT 25, 2022
Merrill adviser family managing $540 million moves to RBC

Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.

NAPFA names Leslie Stokes interim CEO
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2022
NAPFA names Leslie Stokes interim CEO

Stokes replaces current CEO Geoffrey Brown, who is ending his tenure Nov. 15.

Fidelity will pay for undergraduate degrees of its customer service reps
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2022
Fidelity will pay for undergraduate degrees of its customer service reps

Entry-level employees working at the company's regional call centers are eligible for the program, which will fully pay for tuition, books, fees and taxes.

What women clients want
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2022
What women clients want

A recent study suggests the wealth management industry left $14 billion of potential revenue on the table last year by failing to tailor its products and services to women.