Captrust to Buy $85B Investment Group
By Janet LevauxChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 27, 2021
Advisory Firm to Pay Nearly $2M to SEC Over 12b-1 Fees, Revenue SharingThe firm's mutual fund share class selection practices resulted in an unaffiliated BD receiving three types of fees.
August 27, 2021
CVS Limits Purchases of Rapid Covid-19 Tests, Citing DemandSurging interest in rapid virus tests has made the products a scarce commodity at some online retailers and in certain stores.
August 27, 2021
States Becoming More Lax in Reporting COVID DataPublic health experts are voicing concern about the pullback of COVID information, particularly in states where cases are surging.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.
August 26, 2021
How Taxes, Medicare Premiums Erode Social Security Benefits Despite COLAsEven though benefits are indexed to inflation, retirees still get squeezed.
August 26, 2021
Vanguard Personal Advisor Services to Add 3 New Active Equity FundsOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.
August 26, 2021
Insurers Scramble to Meet No Surprises Act RequirementsNearly 75% of survey respondents are concerned about meeting the law's Advanced Explanation of Benefits mandates, Zelis found.