Vanguard Lowers More Expense Ratios: Portfolio Products
By Jeff BermanAlso, Hartford Funds introduces Core Bond ETF.
February 20, 2020
How to Know When You've Made the Right DecisionYale lecturer Daylian Cain tells financial advisors how to avoid making bad choices.
February 20, 2020
What Morgan Stanley's E-Trade Deal Means for RIAsBlogger Michael Kitces, Dynasty CEO Shirl Penney and others industry VIPs talk about the deal's implications.
February 20, 2020
LPL Brings on $495M Reps: Recruiting RoundupMeanwhile, Raymond James and Wells Fargo pick up advisors from wirehouse firms and other broker-dealers.
February 19, 2020
Carson Group to Slash Tech Costs for Partner FirmsThe initiative is set to take effect April 1 for most technology costs, according to the Omaha-based company.
February 19, 2020
FINRA Orders Stifel to Pay $500K in Customer DisputeClient claimed firm's rep "mishandled" her account via "unsuitable, unauthorized, and excessive trading."
February 18, 2020
Fidelity Adds New Capabilities, User Testing to Integration XchangeThe enhancements focus on self-service functionality that allow wealth management firms to customize their use of technology.
February 14, 2020
Skepticism of Schwab-TD Merger Grows Amid Antitrust ScrutinyAs advisors and other get calls from the Justice Department, one industry source says, "The odds against it have gone up quite a bit."