Cambridge Partners With AdvicePay: Tech Roundup
By Jeff BermanAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
White House Task Force Sees COVID-19 Death Rate ClimbingThe number of new COVID-19 cases per 100,000 residents also increased.
November 24, 2020
Investors Are Saving at Least 10% a Year for Retirement: SchrodersMany investors expect to retire as soon as they qualify for Social Security, the recent study finds.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 24, 2020
CI Financial Strikes 10th U.S. Wealth Deal of the YearThe Toronto-based firm is acquiring a majority stake in Dallas-based RGT Wealth Advisors.
November 24, 2020
Strong MYGA Sales Boost Q3 Annuity Sales TotalsSales of structured annuities were also strong.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 24, 2020
JPMorgan Hit With $250M FineJPMorgan failed to maintain adequate internal controls and internal audit over its fiduciary business, the OCC said.