Trump Media Partners With Schwab to Launch ETFs, SMAs and Crypto
By Annie MassaThe new brand will invest based on “America-First principles” with Schwab advising it on products and strategy.
January 28, 2025
FINRA Issues New Warning on Reg BI, Form CRS ComplianceThe just-released 2025 FINRA Annual Regulatory Oversight report covers areas the regulator will be watching this year.
January 23, 2025
Wealth.com Nabs Nitrogen Exec for Key RoleDan Bolton will serve as head of marketing for the estate planning platform.
January 22, 2025
This Ohio Regulator Will Help Shape How U.S. Annuity Sales Rules Really WorkJudith French is in charge of the suitability rule update meant to mesh with the SEC's Regulation Best Interest.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 21, 2025
Schwab Earnings Top Estimates on Record InflowsTotal client assets were $10.1 trillion, after passing $10 trillion for the first time in November.
January 21, 2025
Fidelity Customers Report Mobile App, Website Access TroubleUsers complained of difficulty accessing the firm’s website, app and active trading platform.