12 Wirehouse Reps Move to Janney in Q1
By Janet LevauxThe advisors work with a total of $2 billion of assets under advisement and join from Merrill, Morgan Stanley, UBS and Wells Fargo.
April 07, 2021
SEC's ESG Plans for Public Companies May Get Frosty Reception in CourtCourts have not looked favorably on requiring public companies to disclose information not necessary for preventing deception in investing decisions.
April 07, 2021
Bill Would Boost Social Security for Some Public WorkersThe bill would establish a "new, fairer" Windfall Elimination Provision formula, Rep. Neal says.
April 07, 2021
AdvicePay Adds Financial Plan Compliance ToolThe new tool centralizes compliance reviews of financial plan deliverables to streamline the process, AdvicePay says.
April 07, 2021
Vanguard Launches Its First Active Bond ETFIn addition, State Street launches a passive emerging markets bond ETF.
April 07, 2021
Biden Tax Plan Recoups $2 Trillion in Overseas Profits: YellenIn total, the extra $2.5 trillion in revenue would pay for Biden's eight-year infrastructure plan, according to the Treasury.
April 07, 2021
FSI Rolls Out New Health Insurance Program for Indie AdvisorsThe new national health program enables advisors to buy ACA-compliant individual plans up to 50% off the open market price, FSI says.
April 07, 2021
Derek Jeter Joins Rockefeller's BoardThe former New York Yankees shortstop and current Miami Marlins CEO becomes the 10th member of the firm's board of directors.