Pandemic Weighs on 2021 Growth Forecasts: Natixis
By Michael S. FischerA Natixis survey finds just 21% of institutional investors expect a full economic recovery before 2022.
December 14, 2020
Cetera Adds $122M PracticePierson Wealth Management, led by Ivy Pierson, specializes in developing and implementing retirement and estate plans for private clients.
December 14, 2020
NAIC Elects Officers, Adopts BudgetThe pandemic cut the regulator group's 2020 national meeting registration fee revenue about 66%.
December 13, 2020
State Street, UBS in Discussions About Merging Asset Management Units: ReportThe talks started this year, and the two parties were near an agreement this summer, sources told The Wall Street Journal.
December 13, 2020
Schwab Advisor Services Partners With Behavioral Finance FirmThe deal will help Schwab advisors "access practical, easy behavioral finance technology" says DNA Behavior CEO Hugh Massie.
December 11, 2020
Self-Directed Investors OK With Decisions During Volatile 2020Digital tools and human advice are not an either/or proposition, E-Trade survey finds.
December 11, 2020
13% of Americans 55 and Older Plan to Delay Retirement: SurveySmart found pre-retirees have big worries: about future income, healthcare and help managing their finances.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.