The Toronto mega-buyer continues to gobble up U.S. wealth managers at a record clip. Once the deal closes, CI is expected to have approximately $50 billion in U.S. assets and total assets of $212 billion.
The Fox Alliance, a 15-person team that includes six advisers, is based in Austin, Texas.
Faced with shrinking assets and performance challenges, the $2.5 billion boutique asset manager will shutter its two funds next month.
Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.
When combined, the ideas and solutions expand exponentially. The power of three, or the trilogy, is a well-known concept in life, science and religion.
The insurer also led in variable annuity sales last year, while New York Life sold the most fixed annuities.
Royal Alliance Associates Inc., SagePoint Financial Inc., and FSC Securities Corp., increased legal reserves by as much as three times the amount of the prior year.
The two rules were among the most heavily contested measures instituted by the DOL under former Secretary Eugene Scalia, with the 401(k) rule drawing nearly 9,000 public comments, most of which opposed it.
Seller of the San Diego-based firm describes Mercer leaders as 'Batman and Batman.'
iM Global Partner intends to enhance its U.S. distribution capabilities with the acquisition of the California wealth and asset management firm.
The agency charged two Cetera broker-dealers with breaching fiduciary duty and defrauding retail advisory clients in connection with the sales of mutual funds.
The Center for Board Certified Fiduciaries, a public benefit corporation, is seeking to affiliate with one or more universities to offer the fiduciary curriculum. The board also will certify fiduciary professionals in one of 10 areas of specialization.
A drop in investment fees led to the reduction in total plan costs.
The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
When a family member dies, the Social Security office will often ask for the last check back.
Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.
The companies are the latest that work with thousands of financial advisers to make plans for employees or work with local officials to ease the introduction of vaccines.
Vedder Group, a four-person team in Tallahassee, Florida, is using the services of Integrated Partners, with Fidelity as its custodian.
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Some firms offered help with the cost of technology or other tools employees needed to make it easier to work from home, while others offered fitness distractions by moving weekly employee yoga classes online.
