September 13, 2021
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Featured News
Alts may provide the lift 60-40 portfolios need
As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.
House committee approves auto-IRA legislation
Two Democrats joined all Republicans on the panel in opposing the measure, which is designed to expand workplace retirement savings and would impose a tax on businesses that don't set up plans.
Merrill spiffs up broker workstation, adds client banking information
The change in the broker workstation is part of a broad effort, dubbed internally Project Thunder, to make work life a little bit easier and more comfortable for Merrill's advisers.
Investor advocate comes off the sidelines, gets into the regulatory game
Even before drawing her first government paycheck, Barbara Roper has influenced how the SEC under Gary Gensler is approaching Regulation Best Interest.
Social Security trust fund to be depleted 1 year sooner than expected
The 2021 Trustees Report shows the trust funds will run dry in 2034 as a result of the economic fallout from the pandemic.
