February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 20, 2019
SoFi Now Offering No-Fee Brokerage for Stock and ETF TradesBut an analyst of robo-advisors questions whether the no-fee model is sustainable.
February 20, 2019
This One Weird Word Could Blow Up Your Sales Standard: NAFA to NAICPamela Heinrich says using the word would create a 'tripwire.'
February 20, 2019
SEC Proposal Includes Broader Pre-IPO 'Test-the-Waters' ProgramThe regulator aims to boost companies' ability to gauge interest from large investors before initial public offerings.
February 20, 2019
Fed Officials Want to End Unwinding of Balance Sheet Assets: MinutesThe minutes explain a dovish Fed turn in January as markets wobbled.
February 20, 2019
Moore's Exit Raises Deeper Questions at Cetera"Another storm" at the IBD group raises issues about its leadership, recruiting and retention, industry consultants say.
February 20, 2019
Medicare Advantage Enrollment ClimbsMedicare managers' new spreadsheets suggested that Medicare drug plan growth may have stalled.