Edelman, Financial Engines Rebrand Retail Presence
By Melanie Waddell"The new name symbolizes our company's transformation to become the dominant provider of independent financial planning and investment management," said Edelman's Jason Van de Loo.
November 05, 2018
NGL Expands Group Long-Term Care Insurance Service AreaThe insurer has received employer plan rate approvals in 38 more states.
November 05, 2018
Commissioner Races Could Shape Sales Standards DebateThese people could help shape the NAIC's sales and marketing standards efforts.
November 05, 2018
Citizens Bank to Buy $7.5B Clarfeld Financial AdvisorsSeparately, Arkadios Capital adds a $3.5 billion fixed income team from Raymond James.
November 05, 2018
In a Shift, Retirees Donate More to DemocratsIt's the first midterm election year since 1990 that this has happened, according to the Center for Responsive Politics.
November 05, 2018
If House Flips, SEC Advice Standards Package Likely to Face ScrutinyExpect continued gridlock, "with only a few issues like infrastructure likely to move in 2019," predicts Horizon's Valliere.
November 05, 2018
Don't Trust Computers to Pick Stocks: Gary SmithDon't worry about computers taking over; worry about a bubble in AI stocks, the ace stock-picker tells ThinkAdvisor.
November 05, 2018
SEC Adopts New Order Handling, Routing Rules for Broker-DealersThe rule amendment "will make it easier for investors to evaluate how their brokers handle their orders," the agency states.