The 2020 IA25: Christine Benz
By Ginger SzalaMorningstar's director of personal finance says advisors should serve as sifters of news and information during the pandemic.
April 21, 2020
Possible Data Breach Affected Some COVID-19 Loan Applicants: SBAThe private data of nearly 8,000 small-business applicants may have been exposed to others, the agency stated.
April 21, 2020
Robo-Advisors: Regulators May Be Closer Than You ThinkRight now it might be the Wild West, but sometime soon, robos might find a new sheriff.
April 21, 2020
Schwab-TD Ameritrade Deal 'on Track': CEO BettingerDespite lower expected net interest income and overall revenue, the firm says no layoffs are expected due to coronavirus.
April 21, 2020
Trump Signals Deal on New Small-Business StimulusMeanwhile, lawmakers floated a bill to classify pandemic-affected small businesses for opportunity zone tax treatment.
April 21, 2020
Is Now a Bad Time for Advisors to Retire?Many things are being delayed due to the coronavirus; here's how to decide if your own retirement should be one of them.
April 20, 2020
Advisor Group Grabs Another LPL ExecThe news comes two months after Advisor Group acquired Triad and four other BDs from Ladenburg Thalmann.
April 20, 2020
SEC Hits Merrill Over 12b-1 FeesThe firm was accused of failing to disclose a conflict of interest when advising clients to buy mutual fund shares with fees.