CI Financial Buying $23B Chicago RIA
By Janet LevauxIt's the largest U.S. deal ever in terms of assets for the Canadian firm and its 14th since last year.
January 25, 2021
FINRA Starts Probe of Reps' PPP Loans"FINRA is proactively looking at registered representatives that obtained loans through undisclosed outside business activities," a FINRA spokesperson said.
January 25, 2021
Ways and Means Chair Wants Pension Relief in Next Stimulus Package"I'm committed to getting a solution to this crisis signed into law as quickly as possible," said Rep. Richard Neal says.
January 25, 2021
National Guardian Life to Acquire Digital Life Planning FirmEverplans offers clients estate planning worksheets, checklists, state-by-state guides, and online file sharing services.
January 25, 2021
Pinnacle Financial Acquires Medicare Plan MarketerTerms were not disclosed for purchase of Crowe and Associates.
January 25, 2021
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio ProductsAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 25, 2021
Q4 Life, Health and Annuity Earnings CalendarCOVID-19 mortality increased. One question is whether that will matter to earnings.
January 25, 2021
ETFs Are Hot; Mutual Funds Are Not: MorningstarThe gap between ETF and mutual fund asset flows has never been wider.