Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA Platform
By John ManganaroThe platform supports tax-aware investing in private asset classes.
July 16, 2025
JPMorgan Chase Debuts Solo 401(k)sThe new solo 401(k) is designed for entrepreneurs and self-employed individuals with no full-time employees.
July 16, 2025
Genworth's CareScout Unit Unveils Long-Term Care Insurance StrategyAn illustration filed with regulators shows a client starting with a $150 daily benefit and three inflation protection options.
July 16, 2025
Trump 'Crypto Week' in Limbo Amid House Republican ImpasseSome conservatives want legislation that prohibits the Federal Reserve from issuing digital assets.
July 16, 2025
Treasurys, Dollar Whipsawed by Reports on Trump’s Plan for Fed"Just threatening to 'fire' him is a bad precedent. It sends a bad message to the market," said Schwab's Kathy Jones.
July 16, 2025
Schwab Clients Say Antitrust Settlement Over TD Ameritrade Deal Is UnfairThe attorney's fees seem "grossly disproportionate" to "negligible" benefit for customers, one Schwab client wrote.
July 16, 2025
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025Younger advisors want more support from their firms, the research group finds.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.