BlackRock Exec Rejoins DWS as U.S. Head of Wealth
By Bernice NapachMatt Hilding is focused on growing the firm's U.S. channel, which is key for its overall growth strategy.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.
October 25, 2020
Fidelity International Buys U.K.-Based Personal Investing BusinessThe deal brings 300,000 Legal & General clients and the equivalent of about $7.6 billion of assets to the London-based business.
October 23, 2020
$1B Group Breaks Away From CambridgeRIA Berger Financial Group plans to keep adding to its 40-member team, which includes 14 advisors.
October 23, 2020
Advisors Get an 'A' From Investors on Pandemic Response: SurveyAdvisors who recommended investing more rated highest in client satisfaction.
October 23, 2020
Election Spending in the Advisory Industry: By the NumbersHere's how much three advisor-focused PACs gave to candidates in this record-breaking election cycle.
October 23, 2020
Schwab Model Portfolios Added to Riskalyze Platform for AdvisorsThe 14 portfolios offer RIAs risk-based allocations they can implement and adjust using ETFs.
October 23, 2020
More States Moving to Adopt NAIC Model Annuity RuleThe model rule, adopted by NAIC in February, incorporates a best-interest standard of conduct and aligns with Reg BI.