Security Benefit Adds 9 Funds to Variable Annuities: Portfolio Products
Also, Turner Investments acquires Elkhorn Capital Group and plans new products.
Former ‘Myth Busting’ Radio Host Charged With Fraud: Enforcement
The SEC also charged a former financial advisor with defrauding investors and spending their money on herself.
7 Top Online Brokerages: Kiplinger
Kiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
LPL, Stratos Wealth Partners Welcome $311M Team
Barton Spector Wealth Strategies focuses on retirement income planning and cites the DOL rule for the move.
Raymond James Recruits 2 Advisors Managing More Than $400 Million
Rosa Ebling joins from Baird and Jack Bayer joins from JPMorgan.
$600M Merrill Team Joins Syntal Capital Partners: Recruiting
Janney and RBC Wealth also pick up advisors from Morgan Stanley and Wells Fargo respectively.
Pershing Names Jim Crowley Chief Operating Officer
Crowley replaces Lori Hardwick, who announced her departure in February.
Grantham: ‘Tremendous’ Investing Opportunities in Climate Change
GMO's Lucas White and Jeremy Grantham write that investors focused on clean energy and climate change mitigation could reap "heroic returns."
XY Planning Network Launches Digital Platform for Its Advisors
XYPN partners with TD Ameritrade and RobustWealth to power its new investing platform.
CFPs Believe They Have a ‘Competitive Edge’: Survey
The survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."