Mercer Hits Employee Ownership ‘Milestone’
By Janet LevauxMore than half of its roughly 1,300 employees are now equity owners in the $72 billion RIA.
June 26, 2025
9 Retirement Bills in Congress NowWhile lawmakers have floated a number of bills, "we’re not close to ready" on Secure 3.0, says Mark Iwry.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
FINRA Sanctions Clearing Firm Exec for Sending Thousands of WeChat MessagesBingshan Song of Velox Clearing was suspended and fined $25,000.
June 26, 2025
Trump Decision on Next Fed Chair Not Imminent, White House SaysPowell’s term as chair does not expire until May 2026, and choosing a replacement this early would be unusual.
June 26, 2025
SEC Kicks Off Review of Rules Governing Executive Pay and PerksIt may overhaul rules affecting the disclosures of compensation, including bonus clawbacks.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.