Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
Vanguard, TD Ameritrade Cheer DOL’s Move to Delay Rule
The CFP Board, however, says the delay is unnecessary.
In a Shift, Cetera to Gather Its BDs at '18 National Conference
News of the plans, which will include "firm-specific" events, is being shared in a decentralized fashion.
Kestra to Buy H. Beck, Add 600 Reps & Launch Robo
CEO Poer says seller Securian is not exiting the broker-dealer business and will keep ownership of another BD.
Advisors Focus on Markets and Downside Protection: Fidelity
The latest Fidelity Advisor Investment Pulse also finds that advisors are far less concerned about interest rates.
Cappex.com Launches Free Multi-College Application Platform
Students can apply to multiple participating colleges at no cost.
A Look Inside LPL’s DOL Fiduciary Strategy
Whether the rule is enforced Jan. 1 or not, the IBD will go forward with its new compliance tools, LPL's Bill Morrissey told ThinkAdvisor.
Former Morgan Stanley, Advisor Group Execs Launch New Firm, Buy 2 BDs
The new firm, Atria Wealth Solutions, will be led by Doug Ketterer, Eugene Elias and Kevin Beard.
LPL Shares Q2 Recruiting Update, Sees Less DOL-Related Uncertainty
CEO Dan Arnold discusses why the independent broker-dealer is upbeat on its recruiting pipeline for the rest of the year.
LPL Launching Robo-Advisor This Month
The digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.