$3B RIA Gets Boost From Merchant Investment Group
By Ginger SzalaThe firm, Corient Capital, was formed by breakaways from Merrill in 2015.
September 18, 2020
Annuities Are Becoming More RIA-FriendlyAnnuity fee structures are changing, and so are macro trends for advisors and clients, Morningstar panelists say.
September 18, 2020
What's Up With the LPL-Morningstar Relationship?The research firm says it's "disappointed" by the IBD's decision tied to the use of Morningstar Office for consolidated reporting.
September 18, 2020
Biden Would Kill SEC's Reg BI: Morningstar AnalystIf Biden wins, there will be "support for enhancing standards of conduct above Reg BI," said Aron Szapiro, Morningstar policy research head.
September 17, 2020
Fidelity Enhances Integration Xchange: Tech RoundupAlso, Oppenheimer teams with the fintech firm InvestCloud.
September 17, 2020
Should CFAs Be Accredited Investors?We polled advisors on which designations should be included in the definition. We got some interesting responses.
September 16, 2020
AARP Expands BankSafe Training Platform to Financial AdvisorsThe platform is designed to help financial professionals identify and prevent financial exploitation of seniors.
September 16, 2020
3 Small Ways to Make a Big Impact on Your Virtual TeamWhile there's no one "right way" way to manage your team remotely, our firm has found these measures really make the difference.