'O' No! Ken Fisher Tells SEC to Ban Use of 'Advisor'
By Melanie WaddellBrokers have created investor confusion by using "advisor" to skirt the ban on using "adviser," Fisher says.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
August 06, 2018
Defiance ETFs Launches Virtual Reality ETF: Portfolio ProductsAlso, Swell Investing introduced an ESG portfolio of 400 public equities diversified across sectors.
August 06, 2018
Goldman Sachs Is Considering a Custody Offering for Crypto FundsA formal offering from Goldman Sachs would provide a credible backing for crypto funds and could attract more investors to the asset class.
August 06, 2018
Schwab Charitable Donor Grants Surged Past 2017 TotalRobust market returns, disaster relief and uncertainty about tax reform drove giving.
August 06, 2018
Eagle Life, Standard Add Index AnnuitiesBoth issuers say their new contracts are easy for consumers to understand.
August 06, 2018
Tech Path Breaking Pays Off: ACORDThe standards group says insurers that try new things give investors better returns.
August 06, 2018
State Regulator Group Keeps Life Out of Sales Standards ProjectBut members of the Annuity Suitability Working Group said the group's parent could still put life in.