Captrust Adopts CAIS Alternative Investment Platform
By John ManganaroThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 23, 2024
DOL Releases Final Fiduciary RuleThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 23, 2024
Vanguard: Now's the Time for TIPSTreasury Inflation-Protected Securities can also serve as a hedge against volatility, says the firm's head of rates.
April 22, 2024
New Stock ETFs With '100%' Downside Protection Are ComingThe Calamos S&P 500 Structured Alt Protection ETF will cap returns at 9.20%-9.65%.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.
April 22, 2024
Goldman Ditches Robo-Investing in Sale to BettermentThe bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.