July 27, 2020
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Featured News
The hunt for mega RIAs
Independent advisers are enjoying the attention of Wall Street, where some big banks are focused on acquiring privately held assets
Securities America warns of service slowdown as consolidation begins
Advisers are experiencing "longer than usual wait times," according to a memo
ETF market continues searching for the perfect expense ratio
When zero fees are not expensive enough
TD’s Dani Fava joins Envestnet as Schwab merger looms
More top-level departures are expected as the $26 billion megamerger draws nearer
DOL’S ESG proposal would hurt retirement accounts
The proposal fails to account for evidence that long-term investors, like retirees, are likely to earn better returns
Timing a Social Security claim when you have children
The Viagra college fund is alive and well, but the earnings test could reduce benefits
An eye on tomorrow
Nominations close Sept. 7 for the sixth annual Women to Watch recognition program
GPB Capital reports nearly $200 million drop in AUM
The alternative asset manager parts ways with an auditor and its valuation company
Five questions wirehouse advisers need to ask themselves
Firms make it easy to stay put for the entirety of an adviser’s career, yet many advisers are feeling uncomfortable with that notion — worrying that what got them 'here' may not get them 'there'
The key for advisers still working from home? It’s digital
With back-to-office plans in flux, the acceleration of digital-driven processes among advisers is a trend for the long haul
