Advisors, Others Weigh In on LPL's Waddell & Reed Deal
By Janet LevauxThe news comes on the heels of lots of industry dealmaking and speculation about which firm would move to buy Waddell & Reed.
December 02, 2020
COVID-19's Dramatic Death Rate Rise IllustratedWhite House advisors say those over 65 should avoid indoor public spaces with unmasked people.
December 02, 2020
Bonds vs. Bond Funds: 6 Reasons to Love BothPrice or convenience? That's one of several issues advisors and clients have to consider when shopping for fixed income products.
December 02, 2020
ScratchWorks Invests $5M in 3 Wealthtech StartupsPairing wealthtech firms and top RIA investors brings suspense and cements the event's biggest deal to date.
December 02, 2020
What's Driving Wealth Management's Future?Here's where the industry's seen the biggest change in the past decade, and what might come next for financial advisors.
December 02, 2020
Advisor Barred, Coughs Up $1M for Misleading ClientsCalifornia advisor was accused of concealing conflicts of interest from clients while persuading them to invest some $3 million with his companies.
December 02, 2020
4 Insights on Wealth Building From Morgan HouselTips in "The Psychology of Money" can help you frame discussions with clients about saving, investing and retirement for years to come.
December 02, 2020
BlackRock Drops iShares Brand From Some ETFsFund giant is rebranding its lineup, separating alpha-seeking active ETFs from all others, including its index funds.