CFP Board Expands Fiduciary Duty for Planners
By Melanie WaddellThe new standards, unanimously approved by the board, also include new disclosure and compensation guidelines.
March 28, 2018
Betterment for Advisors Adds Flexibility, More ETFs to Core PortfolioThe enhancements allow advisors great ability to customize clients' portfolios on the Betterment platform.
March 28, 2018
Desperate or Reckless? These Americans Are Dumping InsuranceThis year, one hot fashion in major medical coverage is going bare...
March 28, 2018
Broker-Dealer Admits It Failed to File Suspicious Activity ReportsThe SEC says Aegis Capital failed to meet its AML obligations to report suspicious activity.
March 28, 2018
3 'Hidden Risks' of Smart BetaSmart beta strategies have several risks that providers don't always document fully, a study by Scientific Beta found.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
March 28, 2018
AIG Pays Duperreault $43.1 Million in First Year as Firm's CEODuperreault is the company's seventh CEO since 2005.
March 28, 2018
China Oceanwide Sticks With Genworth DealRegulators in Australia have approved their part of the deal.