No, RIAs Aren't Banned From Saying 'Fiduciary' on Form CRS
By Melanie WaddellThe SEC clarified after a wording change in the final version of the form raised some questions.
June 20, 2019
House Passes Bill With Medicaid Home Care Eligibility ProvisionThe provision would extend the current 'spousal impoverishment' rules.
June 20, 2019
Advisors are Bearish on Markets, Bullish on Their Own GrowthThese are among the key findings of the latest Independent Advisor Outlook Study from Schwab Advisor Services.
June 20, 2019
Stifel Nabs 5 Wells Fargo Reps With $670M: Recruiting RoundupPlus, Ladenburg rolls out a Super Women's Summit and study group for next-gen financial advisors with Securities America, KMS, Triad Advisors, Investacorp and SSN.
June 19, 2019
UnitedHealth Deal for DaVita Medical Unit Wins FTC ApprovalOptum already has ties to about 35,000 physicians.
June 19, 2019
AIG Updates Polaris Variable AnnuitiesA new investment menu feature is aimed at consumers who have financial professionals helping them.
June 19, 2019
3 Life Distribtech Deals: SBLI, Pekin, AAASBLI is working with Lifefy to sell term life online.
June 19, 2019
Woman Scammed on Dating Site Sues VC PrincipalsThey trolled a millionaire dating site to defraud wealthy women, a California lawsuit claims.