PFI Advisors Expanding RIA Services to Indie Reps
By Janet LevauxThe firm, which has helped advisors with some $34 billion in assets go independent, is focused on the "final step" to running an RIA.
July 30, 2019
How Student Loan Debt Delays Milestones, Hurts RelationshipsTIAA surveyed adults age 25 to 75 who were still paying off their student loans.
July 30, 2019
DOL Puts Annuities in Association Retirement Plan FootnoteThe question is whether employers might discriminate based on lifespan risk.
July 30, 2019
Women's Funds Lure More Engaged DonorsDonors to women's funds give more to charity and support more organizations than general donors do, a study found.
July 30, 2019
Advisory Industry Still Behind in Adding Women to the RanksThe last all-male S&P 500 company board just added a woman. But where does the advisor business stand?
July 30, 2019
Tipster's Email Led to Arrest in Massive Capital One BreachThe data, which was stored on servers rented from Amazon Web Services, included names, addresses, dates of birth, and some financial information, including self-reported income.
July 30, 2019
Northern Trust Acquiring Digital Investment Platform for AdvisorsThe asset manager has entered into an agreement to acquire Belvedere Advisors, owner of Emotomy, an open-architecture digital advisor.
July 29, 2019
CFP Board Website Omits Complaints, Reg and Criminal History: ReportReacting to the Wall Street Journal's analysis, the organization says it is "addressing issues" raised in the report but disputes some conclusions.