BofA Rolls Out Digital Retirement Program With Merrill Option
By Janet LevauxClients of BofA's Personal Retirement Strategy can make their own 401(k) investments or pay to have their portfolio managed by Merrill.
June 22, 2021
Cathie Wood Appears to Be Right About Inflation, Wrong About StocksThe bond market seems to agree with Wood's assessment of inflation risks, but Ark's funds are dramatically underperforming.
June 22, 2021
What Are the Odds Your Client Will Need Long-Term Care?Chronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.
June 22, 2021
FINRA Advances Senior Exploitation RuleThe rule would extend the hold period and allow temporary holds on securities transactions in cases of suspected financial exploitation.
June 22, 2021
Herbers & Co. Rolls Out Mobile Training AppThe new subscription-based app will provide instructional materials to growth-focused advisors in the U.S. and abroad.
June 22, 2021
Fidelity, Pimco, Dodge & Cox Win Morningstar AwardsMorningstar has announced the winners of its 2021 U.S. Morningstar Awards for Investing Excellence.
June 21, 2021
What Should the SEC Require in Climate Change Disclosures?The agency received hundreds of responses to its call for input on climate change disclosure rules.
June 21, 2021
Goldman Gets Review of Investor Suit in Supreme Court RulingInvestors, led by the Arkansas Teacher Retirement System, say they were deceived by the firm's assurances that it was avoiding conflicts of interest.