Joe Duran’s 6 Rules to Succeed in the Age of Vanguard
Duran gave the Schwab Impact audience concrete ideas to help advisors successfully deliver financial advice in a world of disruption.
Senate Appropriations Bill Gives SEC More Funds for Tech
Just-released FY2018 funding bill also includes "poison pill" riders related to CFPB's budget.
Top 10 Hedge Funds Invested in Equities in Q3
Financials, energy and healthcare are the favored sectors.
Yellen Says She’ll Leave Fed Once Powell Sworn in as Chair
Yellen, 71, has served one term as leader of the central bank; move resolves question about whether she’d stay as governor.
How to Recognize the Next GE, the One That’ll Slash Its Dividend
There are a number of telltale signs that investors should consider before sticking with a high-paying stock.
12 Best Small Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas for elderly adults using metrics not for a relaxing retirement but for an active one.
NAFA Fiduciary Case Postponed Till 5th Circuit Ruling
Postponing oral arguments provides ‘some much-needed breathing room,’ says NAFA’s Anderson.
Trump’s Treasury Proposes ‘Too Big to Fail’ Changes
The list of insurers officials consulted includes AIG, John Hancock, MetLife and Prudential Financial.
ProShares Launches ‘Decline of the Retail Store’ ETF: Portfolio Products
In other product news, Riskalyze and eMoney announced new integrations with Schwab OpenView Gateway.
Top 20 Nonprofits That Ruled Fundraising in 2016
Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trump’s criticisms.