Creative Planning Joins Fidelity Referral Program
By Dinah Wisenberg BrinCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
Bestow to Focus on Tech, Sell Life Insurance UnitThe insurance technology firm is selling its life insurance subsidiary to Sammons.
May 13, 2024
SEC, Treasury Crime Unit Float Customer ID Rule for AdvisorsThe proposed rule is intended to fight money laundering and the financing of terrorism, said SEC Chairman Gary Gensler.
May 13, 2024
GameStop Shares Soar as 'Roaring Kitty' ReturnsThe stock, which famously soared over 2,000% in early 2021, rose as much as 119% Monday.
May 13, 2024
Annuity Issuer CEO Names DOL Fiduciary Rule Winners and LosersF&G's Chris Blunt also has ideas about why the in-plan annuity market may not be heaven for all.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 13, 2024
Trump Pledges Broad Tax Cuts in Election PushBiden plans to end tax cuts that benefit wealthy households and would raise levies on them, too.