Model Portfolios Lost $500 Billion in Q1: Broadridge
By Bernice NapachBut their total assets were $3 trillion.
July 01, 2020
Senate Passes PPP ExtensionThe extension runs to Aug. 8; it would have to pass the House, which had approved a year-end extension.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
Hopkins, Kitces: As SEC's Reg BI Goes Live, Worries RemainCarson Group's Jamie Hopkins voices his concerns on Reg BI and the DOL proposal intended to align with it.
June 29, 2020
How Advisors Can Help Kids in COVID-19 TimesWhile working from home this summer, show children how you help others reach their goals and how they can do the same.
June 29, 2020
U.S. Advisors Expect 7% Asset Growth Over Next 12 Months: SurveyAnd it's not likely coming from market returns. Here's how advisors plan to boost growth this year, according to Natixis.
June 29, 2020
Why the Orion-Brinker Merger Is a Big DealThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.