Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised, the regulator said in a settlement Thursday.
All eyes have been on Fed Chairman Powell lately but Congressional spending affects inflation as well.
“Insurance is paramount in the broker-dealer industry, but you have to have insurance that pays,” a plaintiff's attorney said.
The group of professionals, including a father-son duo, come together in Traverse City after managing more than $500M at their former firm.
The financial world reacts to the Federal Reserve's first reduction in rates since 2020.
"I reiterate that I disagree with the allegations made in these suits," says Jim Walesa.
“Understanding what drives value for your business can become powerful information,” says RIA Lab panelist.
House Republicans passed legislation this week that would potentially tamp down on sustainable investing options within retirement plans.
The deal will enable Cerity to enhance its offering to corporations and businesses.
The firm has made its first acquisition since securing a strategic growth partnership.
Secondaries is expected to see fastest growth while PE and VC weaken.
Euphoria over rate cuts replaced by reality checks.
Strategist Michael Hartnett warning over rising risk.
State Street, Vanguard, BlackRock all rejected more proposals.
The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.
Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.
The Republican presidential nominee pledged to restore the deduction that his signature tax law ended up curbing during his administration.
The five-person group operating in Montgomery County adds to the Texas-based wealth platform's 2024 expansion streak.
"Recession is not a base case scenario over the quarters ahead."
A pair of BlackRock portfolio specialists explain why they are dialing down risk in their model portfolios.
