Captrust Buys $1.6B Wealth Firm
By Janet LevauxThe news comes a week after Captrust sold a minority interest to a private equity group.
June 10, 2020
Goldman-Folio Deal: The Pros and ConsThe deal could pave the way for Goldman to muscle into the RIA space.
June 08, 2020
Allianz Jumps Into ETF Space: Portfolio ProductsAlso, SEI introduces new fund strategies for independent advisors.
June 05, 2020
Josh Brown's Advice to New Advisors: Start Locally, Pick LinkedIn Over TwitterDuring a BNY Mellon | Pershing webcast, he and Dynasty's Shirl Penney also stressed the importance of SEO.
June 04, 2020
Schwab's Purchase of TD Ameritrade: A TimelineThe race to zero commissions, which set the $26 billion deal in motion, kicked into high gear about eight months ago.
June 04, 2020
Schwab-TD Ameritrade Deal Gets Shareholders' ApprovalThis development came hours after Schwab said the Justice Department had approved the transaction.
June 04, 2020
Schwab-TD Ameritrade Deal Gets DOJ ApprovalThe development comes after a second review of antitrust concerns by the Department of Justice.
June 03, 2020
Senate Approves PPP Loan ChangesAmong several changes in the bill is an extension of the payment period to qualify for loan forgiveness.