A Family Affair
By Janet LevauxNews doesn't slow down much in the summer, especially with a new president and the start of a hotly debated regulatory regime for advisors.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
New Tool Helps Families Assess Effects of Budget Cuts on Student AidA new tool from the National Association of Student Financial Aid Administrators shows the impact of Trump budget cuts on financial aid at individual schools.
July 28, 2017
New Wells Fargo Scandal in Car Loans Seen as Proof Controls Still LackingThousands of clients got unwanted insurance with auto loans, and many defaulted.
July 27, 2017
Fidelity Clearing to Partner With Goldman, US Bank; Expand Loans to Wealth ClientsRIAs, broker-dealers and family offices will be able to offer securities-based loans of up to $25 million through the program.
July 27, 2017
Meet the Human Behind the RoboBetterments Garrett Oakley left a lucrative RIA path for the automated investment advisory.
July 26, 2017
Wells Fargo FiNet Adds 2 Merrill Teams in California: Recruiting RoundupAs the bank's recent data leak grabs headlines, Dynasty Financial brings on one of its former reps and staff.