$435M Team Ditches Merrill for Sanctuary Wealth
By Jeff BermanThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 11, 2021
Mystery Variable Annuity Holders Tend to Drift Away: RuarkAnalysts also found that customers with richer guarantees had a tighter grip on their contracts.
January 11, 2021
Blues Respond to Attack on U.S. Capitol by Changing PAC RulesThe association says it will suspend contributions to "lawmakers who voted to undermine our democracy."
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 08, 2021
SoFi Plans to Go Public via SPACThe deal involves a special-purpose acquisition company and private investment combination, valuing the company at $8.65 billion.
January 08, 2021
TurboTax Starts Depositing Delayed Stimulus FundsH&R block also says delays in processing economic impact payments have been resolved.
January 08, 2021
IRS Reversal: Expenses Paid With PPP Loan Funds Are Now Tax-Deductible"The message is that's what Congress intended all along," Ed Slott told ThinkAdvisor.