Osaic Makes High-Level Changes
By Dinah Wisenberg BrinTwo executives, including Dimple Shah, will have expanded roles, the firm's CEO said in an internal memo.
August 28, 2024
SEC Retreats From 'Swing Pricing' Mandate for Mutual Funds After Stiff OppositionThe plan would have imposed swing pricing during periods of high redemptions, making it costlier for investors.
August 28, 2024
Trump Says His Plan to Renew 2017 Tax Cuts Will Pay for Itself"We're gonna have tremendous growth," he said when asked about the cuts, expected to cost $4.6 trillion.
August 27, 2024
Consumer Confidence Hits 6-Month HighMore upbeat views of the economy and inflation offset waning optimism about the labor market.
August 27, 2024
SEC Charges Firm, CEO With Bilking Hundreds of ClientsThe firm promised guaranteed investment returns and 100% capital protection, the agency says.
August 27, 2024
IRS Issues FAQs on Student Loan Repayment Matching in Retirement PlansThe Secure 2.0 Act permits employers to match student loan repayments through retirement plan contributions.
August 27, 2024
Battle Over New DOL Fiduciary Rule Has Just BegunStaying the rule was just the "first step" in a process that could take years, says attorney Brad Campbell.
August 27, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning ToolsThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.