Displaying 10 results
Clients most satisfied at Ameriprise, Ed Jones, Merrill: Report
Consumer research firm Hearts & Wallets surveyed 5,900 people and found that most have no idea how they pay for financial services.
Fund sponsor M&A makes retirement CIO jobs more complicated
Mergers of fund management companies add to due diligence chores for retirement industry chief investment officers
Advisers shrug off Schwab’s potential purchase of USAA brokerage
The reported $2 billion deal could close within a month, adding 100,000 new clients to Schwab's adviser referral program.
Charles Schwab reportedly in talks to buy USAA brokerage, wealth management business
The deal would net Schwab roughly $100 billion in new assets.
Finra arbitrators award $1.8 million to former USAA brokers for wrongful termination
Claimants received $850,000 in compensatory, $700,000 in punitive damages, $250,000 for attorneys
USAA retreats from asset management business with $850 million sale to Victory Capital
USAA will continue to operate as an insurance brokerage and banking business serving military families.
USAA, Edward Jones, Ameriprise ranked most understandable by clients
Survey shows clients want to comprehend their advisers as much as they want reasonable fees.
Vanguard, Pimco feel the pain as long-term funds get smacked
The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.
With its sights on advisers, USAA hires ex-Hartford Funds boss
Sloane tabbed to oversee third-party distribution for United Services
Triple-A rated insurers can handle a mild downgrade of U.S. debt
The ratings of four major life insurers with pristine Aaa ratings are likely to hold steady, provided the U.S.'s government bond rating doesn't fall by more than one rung.
