UBS to Buy Wealthfront for $1.4B
By Marion HalftermeyerThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 25, 2022
Ex-UBS Broker Spent $4.6M of Client Money on Gifts for Women: SECThe former broker is charged with defrauding a family out of more than $5 million.
January 25, 2022
Integrity Marketing Acquires Lion Street and Maryland LifeThe two firms generate about $180 million in sales per year.
January 25, 2022
January Stock Selloff Is 'Glaring': Schwab's SondersThe S&P 500 is teetering on a correction; the Nasdaq has already slipped into one.
January 25, 2022
Connecticut ACA Exchange Launches Health Broker SchoolAccess Health CT hopes recruiting students from low-income communities will boost the communities' coverage rates.
January 25, 2022
Vanguard, Other BDs Under Scrutiny Over Target Date Fund Tax BillsAmerican Funds, BlackRock, Fidelity and T. Rowe Price are also targets of the sweep by William Galvin in Massachusetts.
January 25, 2022
Bob Doll to Co-Manage 5 New Crossmark Mutual FundsDoll will co-manage three large-cap, one small-cap and one equity neutral fund.
January 25, 2022
Social Security Recognizes Survivor Benefits for More Same-Sex CouplesSurviving partners who were in a committed relationship prior to same-sex marriage legalization can apply for benefits, including retroactive payments.