Merrill Revamps Wealth Management Leadership
By Katherine DohertyThe unit named Lindsay Hans and Chandler Root as new division executives, according to Merrill President Andy Sieg.
December 22, 2021
Bitcoin Fails to Make SEC Chief's To-Do List: 2022 OutlookSEC approval of a spot Bitcoin ETF remains in limbo as Republican commissioners balk at the omission of crypto from Gensler's agenda.
December 22, 2021
The Return-to-Office Social Reckoning Is HereObjections have moved beyond the medical. But connecting in person benefits advisors and clients, psychologist Melanie Katzman says.
December 22, 2021
Prep Your Clients for 2 Bills That Could Change IRAs in 2022A few steps that seem simple to most advisors can go a long way in easing clients' worries over tax news, says the retirement and tax expert.
December 22, 2021
Capital Group Sets Fees for Its First ETFsThe six active ETFs, set to launch in the first quarter, have management fees ranging from 0.33% to 0.54%.
December 22, 2021
ACA Health Insurance Exchange Programs Increase Signups 17%The biggest exchange, HealthCare.gov, has registered almost 62,000 coverage agents for 2022.
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.