NFL Advisor Program Adds Bernstein Private Wealth
By Janet LevauxThe firm joins Goldman Sachs and Bessemer Trust as institutional members.
July 11, 2020
3 Investment Strategies to Ride Out the PandemicOne important question for advisors and their clients: "Is your portfolio allocation and your risk allocation aligned?"
July 10, 2020
SEC Move Could Cause 90% Drop in Investment Managers Reporting Quarterly HoldingsBy not considering how "the world has changed" since '75, the SEC is "plucking out blocks from a Jenga tower," said a securities law professor.
July 10, 2020
Mercer Buys $910M RIAThe deal means Mercer is now working with about $2 billion of assets in Colorado, where it is based.
July 10, 2020
New Risk Tool Launched: Tech RoundupAlso, Twenty Over Ten updated its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts.
July 09, 2020
Women Still Let Spouses Take the Lead on Financial Matters: SurveyThe UBS survey also found that women believe in equal participation in financial decision-making.
July 09, 2020
Waddell & Reed Adds Advisors With $701MThree of the nine new advisors come from Edward Jones, while the rest join from Cetera and other firms.
July 09, 2020
Pandemic a Mere 'Hiccup' for RIA Dealmakers: TD AmeritradeM&A activity set a record in the first half of 2020 despite COVID-19, TD Ameritrade Institutional reported.