Wells Fargo Makes 'Sizable' Cuts to Advisor Force
By Janet LevauxThe firm's advisor headcount is down 14% from fall 2016, when the fake-accounts scandal broke.
October 14, 2020
Is JPMorgan Buying Waddell & Reed?Rumors are circulating after last week's news about Morgan Stanley buying Eaton Vance.
October 14, 2020
Black, Latino Investors More Bearish Than Whites: FINRABut their interest in investing has increased since the start of the pandemic, FINRA says.
October 14, 2020
Wharton: How Trump Plan to Cut Capital Gains Taxes Would Affect TaxpayersThe Penn Wharton Budget Model calculated the cost of cutting capital gains and dividend taxes on top earners.
October 14, 2020
Here's How Advisors Should Position Portfolios Now: BlackRockBlackRock analyzed 20,000 advisors' investment models and gave three recommendations for repositioning.
October 14, 2020
Q3 Life, Health and Annuity Earnings Season CalendarCOVID-19 and low interest rates continue to shape the numbers.
October 14, 2020
IRS Blesses Life Insurer's Real Estate Investment PartnershipThe partnership would manage institutional investor assets along with the life insurer's separate account assets.
October 13, 2020
Advisor Who Bilked NHL Players Sentenced to 17 Years in PrisonPhillip Kenner's co-defendant, part-time race car driver Tommy Constantine, should be sentenced next month.