BofA to Open 600 More Merrill Edge Centers, Add 300 Advisors
By Janet LevauxSince its launch in 2010, the do-it-yourself online and advised programs have grown to include nearly $185 billion in client assets.
March 29, 2018
CFP Board May Revise New Fiduciary Standard if SEC Sets Higher One: KellerCFP Board CEO Kevin Keller said the Board's new fiduciary standards 'can serve as a reference' for the SEC's fiduciary rulemaking.
March 29, 2018
Lincoln Financial Aims to 'Fully Digitize' Financial Planning: ExecPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.
March 29, 2018
Girding for End of Bull Run, Investors Look to AltsA survey finds ESG strategies are increasingly appealing, crypto much less so.
March 29, 2018
Trade Wars and Protectionism Unsettle Institutional InvestorsEndowments, foundations and public pensions optimistic about meeting long-term goals
March 29, 2018
Reverse Mortgages Could Be Next Hot Topic in Retirement PlanningWith home equity such an important asset, 'more clients will have questions and this could evolve into the next hot topic as Social Security claiming was several years ago,' says The American College's Pfau
March 29, 2018
The Rolling Stones Exhibit Has an Official Annuity Issuer SponsorIn July, Mick Jagger will turn 75.
March 29, 2018
Swiss Re Jumps as SoftBank Is Said to Eye $9.6 Billion StakeAnalysts see Swiss Re's corporate solutions unit as a fixer-upper.