SEC Must Clarify Advice Standards or the Courts Will: AARP
By Melanie WaddellThe SEC must clearly define the standard of conduct as a fiduciary standard, AARP says.
June 11, 2018
Franklin Templeton Adds 3 New Fixed Income Active ETFs: Portfolio ProductsIn other product news, Hartford Funds launches a short duration ETF.
June 08, 2018
Are Low-Cost Mutual Funds Now Competitive With ETFs?Pershing reports that advisor assets on its platform favored low-cost mutual funds over ETFs in the first quarter.
June 07, 2018
Envestnet Plans to Offer RIAs Insurance OptionsAdvisors will have access to products for tax deferral, guaranteed income, principal protection and estate planning.
June 07, 2018
Top 10 Most Influential Financial Advisors: Investopedia"Their message needed to be sound, balanced and truly useful," the site's editor said.
June 07, 2018
Comey: Truth Is the 'Touchstone' for Any Successful Company, CountryAt Pershing Insite, the former FBI director explains his behavior in the Clinton case and dismay with President Trump.
June 07, 2018
4 Trends Transforming the Advisory IndustryLisa Dolly, CEO of BNY Mellon's Pershing, tells the Insite audience what they need to prepare for.
June 06, 2018
RBC Adds 2 Female Branch Leaders in the West: Recruiting RoundupMeanwhile, Janney and Griffin Capital announced their latest hires, and RIA EP Wealth shares details on its acquisition of a $400 million team in California.