Morningstar to Shut Down Its Office Platform for Advisors
By Dinah Wisenberg BrinThe decision comes as Morningstar announces plans to partner with the Black Diamond Wealth Platform.
February 20, 2025
Musk’s DOGE to Lead Trump’s Purge of Federal RegulationsDOGE and the Office of Management and Budget will develop an agenda to rescind or scale back rules.
February 20, 2025
SEC Launches New Cyber Unit to Combat FraudThe Cyber and Emerging Technologies Unit replaces the Crypto Assets and Cyber Unit.
February 20, 2025
BlackRock Is Out to Unite Public and Private MarketsLast year, the fund giant went on the biggest deal spree in the history of “alternative” asset management.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 19, 2025
This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up ContributionsThe fact that employers aren’t required to offer Roth accounts could have a big unintended effect.
February 19, 2025
Trump's DOL Pick Backs Better Benefits for Independent ContractorsSupporting independent contractors "is key to growing this economy," Lori Chavez-DeRemer told senators Wednesday.
February 19, 2025
Most Retail Investors Plan to Keep or Increase Private Market Holdings: SurveyOver 90% anticipate maintaining or boosting alternative asset allocations, according to research by Yieldstreet.