Hightower Acquires $2.5B RIA
By John ManganaroThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
November 08, 2023
CD Issuers Will Keep Struggling to Match Annuity Rates: David LauDPL Financial Partners' CEO predicts that the nature of banks' assets will limit their ability to increase rates.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.
November 08, 2023
18 Trade Groups Press DOL to Extend Fiduciary Rule Comment PeriodThe plan "makes significant and unanticipated changes to the current regulatory framework," groups including SIFMA argue.
November 08, 2023
Citigroup to Pay $25.9M for Armenian-American DiscriminationFrom 2015 to 2021, it singled out credit card applicants suspected of being of Armenian descent based on their surnames.
November 08, 2023
17 Best 529 College Savings Plans: MorningstarThe overall quality of these tax-friendly college savings vehicles is rising, analysts find.
November 08, 2023
Medicare Agency May Slash 2025 Broker Support Services PaymentsThe proposal would kill the current compliance support system and lead to increased premiums, a benefits group executive says.
November 07, 2023
New DOL Fiduciary Rule Will Face Lawsuit, Former Treasury Official SaysLawsuits tanked the 2016 rule, but the new one is "less broad," Ben Harris of Brookings says.