Half of Older Investors Still Smarting From 2020 Market Downturn: Survey
By Ginger SzalaThe Senior Citizens League found 48% of those surveyed lost retirement savings due to the COVID-19 recession.
February 24, 2021
T+1 Inches Closer After Robinhood GameStop FrenzyFormer SEC Chairman Jay Clayton agreed Tuesday at DealBook's DC Policy event that "time has come" for T+1.
February 24, 2021
Envestnet Launches Trust Services Exchange for RIAs and BDsThe firm has teamed with fintech firm Trucendent to enable advisors and broker-dealers to use trust accounts to efficiently transfer wealth between generations.
February 24, 2021
Ameriprise Introduces Business Development Program for Next-Gen AdvisorsThe new Associate Financial Advisor Business Development Program was designed to prepare licensed Ameriprise advisors for long-term success, it says.
February 24, 2021
BNY Mellon U.S. Master Trust Universe Returns 9.4% in Q4Non-U.S. equities topped U.S. equities in the trusts, BNY Mellon reports.
February 24, 2021
4 Ways to Give Clients a 'Wow' ExperienceThese tips from Janus Henderson's Knowledge Labs also work well for BDs that want to surpass their advisors' expectations.
February 24, 2021
HHS Nominee Becerra Talks About Biden Medicare Buy-In Plan ThinkingRepublicans questioned whether Xavier Becerra knows enough about health policy.
February 24, 2021
Will the 2021 Tax Filing Deadline Be Extended? CPA Group Asks IRS for ClarityReports indicate IRS may move the April 15 deadline if Congress approves another round of economic impact payments.