Creative Planning Scoops Up $600M RIA in Cincinnati
By Janet LevauxThe news comes on the heels of its purchase of Thun Financial Advisors, a $600 million group in Madison, Wisconsin.
August 10, 2020
What Lower Rates Mean for Investors & Their Retirement PlansI've got some bad news for you about the historical trend — and some good advice on what you can do about it.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 09, 2020
8 Reasons to Rethink Your Approach to Retirement PlanningDPL Financial Services' annual study shows some of the disconnects between accumulation and distribution tactics.
August 06, 2020
DOL Denies Request to Extend Comment Period, Hold Hearing on Fiduciary RuleSen. Patty Murray says hearings on the proposals are required by law.
August 06, 2020
Clients Continue to 'Stay the Course' With Portfolios, Advisors: FidelityThe fund giant's latest research looks at the asset classes in which portfolios are adding active management and why.
August 06, 2020
What to Make of Schwab-TD Ameritrade Integration PlansSchwab says it will adopt some technology from TD Ameritrade, but tech experts raise questions about how that will play out for RIAs.
August 06, 2020
DOL Should Scrap Fiduciary Rule Plan: RoperConsumer Federation of America says plan allows for conflicted advice and gives most rollover recommendations a "regulatory free pass."