The largest U.S. bank agrees to pay $19.5 million to members of class-action lawsuit alleging racial discrimination that's 'uniform and national in scope'
North Carolina bank, which makes loans to RIAs, launches Live Oak Private Wealth with $400 million under management
Advisers could leverage these retirement plans to reduce cost, administration and fiduciary liability for clients, and eventually use them as a branding opportunity.
Patriot Financial Group has 33 advisers operating in Massachusetts, Rhode Island and Connecticut.
Those willing to jump to rival are seeing increases of 30% or more in Hong Kong and Singapore.
The Fidelity Zero Total Market Index Fund attracted $753.5 million, while the Fidelity Zero International Index Fund drew in $234.2 million.
The two were part of four teams signed by Stratos Wealth Network.
'Banana peel month' has seen some big market slips
The five professionals will join Janney in its offices in Connecticut and New York.
The three financial advisers managed $520 million in client assets.
Explosion in the amount of market data available will increase the role of technology in bond investing.
Online brokerages and digital advisers using Apex will be able to open accounts to buy and trade bitcoin for clients.
Though degree programs for financial planning have made gains, professors, students and advisers suggest areas for improvement.
But asset managers and insurers are shortchanging viable solutions.
Threats pose new risks for fiduciaries of employer-sponsored plans.
With 20 cases filed against them in court, many have obtained dismissals.
Some advisers fear a reduced pool to service small or complex plans will result.
IRS ruling affirms one employer's approach to chipping away at employees' mountain of student loan debt.
They demystify how DC plans work, but resistance remains strong.
Here's a mashup of university program directors' ideas for which courses would best prepare next-gen financial advisers.
