Betterment for Business Advisory Board Adds Google Benefits Director
John Casey, employee benefits director at Google, joins three other board members to help guide Betterment's 401(k) business.
First Ascent Drops Fees to $500 on All Accounts
First Ascent will begin offering advisors who use its outsourced portfolio management strategies a flat fee of $500 per account, regardless of account size.
How One Advisor Uses Social Media to Land VIP Clients
Winnie Sun, managing director at The Sun Group, has used social media to expand her clientele to include top celebrities, athletes and Hollywood executives.
Judge Denies Request to Halt Thrivent DOL Fiduciary Case
The court “agrees with Plaintiff that a stay is not warranted at this time,” District Court judge says.
Sen. Warren Pushes Mnuchin to Investigate Scaramucci Over Russian Talks
Warren says that Scaramucci talks dealt with potential business with head of a Russian entity subject to sanctions by Treasury.
Fed Officials See Rate Hike ‘Fairly Soon,’ Minutes Show
Fed officials expressed confidence they can raise interest rates gradually, while a hike “fairly soon” might be appropriate to avoid overheating the economy.
Dalbar’s 12 Factors to Measure When Picking Active or Passive Funds
Dalbar crunches the numbers, weighs pros and cons of the fund types over time.
How Behavioral Economics Can Help You Retire Rich
In Dan Ariely’s world, small changes can have a very big impact.
BD Must Repay Tribe $3.4M, Pay $750K FINRA Fine
An advisor that sold $190 million in nontraded REITs and BDCs has yet to resolve charges with the regulator.
AACF's Banks Joins White House as Senior Advisor on Energy, Environment
Former CIA analyst George David Banks is now special assistant to Trump and the senior director for international energy and environment.