Nevada Fiduciary Plan Has DOL Rule Similarities
By Melanie WaddellThe state fiduciary plans are worrisome, former Labor official Phyllis Borzi tells ThinkAdvisor.
February 21, 2019
Envestnet to Buy Schwab's PortfolioCenterThe deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?
February 21, 2019
Cambridge Streamlines Data Input for AdvisorsAdvisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
February 21, 2019
Global Dividends Surged to New Record in 2018: Janus HendersonTotal dividends jumped 9.3% in headline terms to $1.37 trillion in 2018, according to the latest Global Dividend Index.
February 21, 2019
Have Fee-Based Models Won the Battle ... or the War?A Cerulli Associates study looked at fee and commission models and asked which pay structure investors preferred.
February 21, 2019
Waters to Hold Hearing on Credit Bureaus, Equifax Breach"They still haven't been punished or held accountable," a consumer advocate says of Equifax.
February 21, 2019
CFTC Compliance Branch Releases Its First-Ever Exam Priorities ListHere's what advisors and BDs registered as CTAs or commodity pool operators should prepare for.
February 21, 2019
Drugs Might Be the 2019 Health Cost Good Guy: CMS ActuariesSpending on home health care and durable medical equipment could increase a lot faster.