CI Financial Plans IPO for U.S. Wealth Unit
By Janet LevauxThe news comes a week after it moved to buy the wealth business of RIA Eaton Vance WaterOak Advisors from Morgan Stanley.
April 06, 2022
Sen. Toomey Floats Bill to Regulate StablecoinsRic Edelman, commenting on Toomey's bill, said that "it's vital that the U.S. be at the forefront of integration of this technology."
April 06, 2022
Biden Nominates 2 New SEC CommissionersThe nominees would replace former Commissioner Elad Roisman and departing Commissioner Allison Herren Lee.
April 06, 2022
The Dream 401(k) Plan RecordkeeperAn executive in the field looks at what advisors and TPAs want now.
April 06, 2022
Insurance Administrator Acquires Key Long-Term Care Program ManagerLTCG administers about 1.6 million of the long-term care insurance policies still in force.
April 06, 2022
House Panel Passes 401(k) Plan BillH.R. 7310 could add a spousal rights provision and create a federal rainy day savings program.
April 06, 2022
Getting Better Outcomes With Crypto and Other New ProductsWhen clients ask about Bitcoin and ESG, advisors must explain how they can help attain investment goals.
April 06, 2022
Biden Set to Extend Student Loan PauseThe pause, expected to be announced Wednesday, would extend the repayment freeze through Aug. 31.