Mercer Advisors Buys $510M Florida RIA
By Jeff BermanThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.
January 11, 2022
Standard Asset Allocation Models Are Wrong: DalbarThe research firm says it has a better approach, based on investors' cash needs for the next five years.
January 10, 2022
Biden Administration Sets Home COVID-19 Test Coverage RulesInsurers and group health plans will have to pay for up to eight tests per person per month starting Jan. 15.
January 10, 2022
UBS Next Invests in Estate Planning PlatformTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.
January 10, 2022
Vanguard to Launch New Target Date Funds for Younger InvestorsThe firm's 2015 vintage TDFs will close to new investments in mid-February.
January 10, 2022
Medicare Plan Issuer Closes on $750M in Funding: FinanceStride, Zing, Embold and Plum Life have raised a total of $94.45 million.
January 10, 2022
Investors Bracing for Volatility, Inflation in 2022Sixty-four percent of participants said their income is not keeping up with expenses, an Allianz Life study found.
January 10, 2022
Value Funds' 2021 Rebound Was Just a Blip: MorningstarValue funds outperformed growth funds in 2021 but lagged considerably over the past 10 years.