Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know
By Bernice NapachRetirement experts Michael Finke, David Lau, Wade Pfau and David Blanchett weigh in.
October 25, 2019
LPL Has 'Reduced Pricing' to Help Advisors: CEOLPL chief Dan Arnold discussed the firm's new services for advisors, like outsourcing, and how it is adapting to the commission-cutting trend.
October 24, 2019
Goldman, L.A. Pension Group Drop Fisher, Pushing Redemptions to $2.7 BillionThe developments emerge roughly two weeks after Ken Fisher made lewd remarks at an industry event.
October 24, 2019
FINRA Suspends a Top Advisor for Cheating on CE CourseworkBruce K. Lee, formerly with Merrill and now with an RIA, had staffers complete his CE training for nearly four years.
October 24, 2019
Cadaret Grant Headquarters Relocating to New OfficesThe new offices will provide room for expansion, the broker-dealer says.
October 24, 2019
Schwab Launches Alternative Investment PlatformiCapital Network is the first third-party platform to join the Schwab Alternative Investment Marketplace.
October 24, 2019
Industry's Gender Problem Is Bigger Than Ken Fisher: KrawcheckSallie Krawcheck warns that gender bias in financial services creates "ripple effects" in the broader economy.
October 22, 2019
Redemptions From Fisher Top $2 Billion as New Hampshire Pulls AssetsIn addition, a report says, consultancy NEPC has advised investors to end their relationship with Fisher Investments.