Riskalyze Adds Tricia Rothschild to Board: Tech Roundup
By Jeff BermanAlso, Redtail Technology opens its text messaging platform to all advisors.
January 12, 2022
Senior Market Sales Acquires a Call Center Company: DealsMedigap Life will keep its offices and call centers in Florida, North Carolina and New York.
January 12, 2022
State Street Says Companies Must Have Women on Their BoardsThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 12, 2022
Cathie Wood Hits Back at Critics, Sticks to ConvictionsLosses for Ark's six funds range from 4% to 9%, while the S&P 500 and Nasdaq are down 1% and 3%, respectively, year to date.
January 12, 2022
Gerber Life's Parent Sews Up Fabric PurchaseWestern & Southern wants to use the insurtech firm to reach the middle market.
January 12, 2022
Forget TIPS; Here's a Better Inflation Hedge: Northern TrustHere's what the asset manager recommends for advisors to help stop inflation from eating away at retirement portfolios.
January 12, 2022
U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed HikeThe data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy shift from the timeline projected a few months ago.
January 12, 2022
SEC 12b-1 Fee Crackdown Continues With Another Enforcement ActionThe firm advised clients to buy or hold mutual fund share classes that charged 12b-1 fees when lower-fee shares were available, the SEC said.