Compensation and Fees
DFA Cuts Management Fees on 77 Funds
By Bernice NapachThe cuts, ranging from 1 to 8 basis points, take effect Feb. 28.
December 26, 2019
Wealth Enhancement Buying $990M Investment GroupMeanwhile, RIA Mercer Global Advisors picks up SD Financial Pathways, which works with $100 million.
December 26, 2019
Qualified Opportunity Fund Begins TradingThis is one of the first times a qualified opportunity fund is available directly through brokerage accounts.
December 24, 2019
Decline Rates for Older LTCI Applicants Might Be Rising: AALTCISome consumers ages 70 through 79 may have a hard time getting long-term care insurance.
December 23, 2019
Fidelity Charitable Edges Out Gates Foundation as Biggest Grant MakerThe two grant-making nonprofits have duked it out for the top spot over the past six years.
December 23, 2019
FINRA Hits Broker for Recommending Nontraded REITs, BDCs to SeniorsAdvisor violated FINRA rules in making "high-risk" investments for his elderly customers.
December 23, 2019
Student Loan Debt Could Be Reshaping U.S. Life Market: Haven Life SurveyMany people with student loan debt say the debt has forced them to put off starting families.