Kamila McDonnough elected CFP Board Chair-elect
The president of the advisory firm GRID 202 Partners will take the top post in 2022
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Advisers should aspire to the endowment investment model
There are benefits for advisers that create more than just a balanced portfolio for clients
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Wells Fargo reports drop in advisers, assets for Q2
Wells Fargo Advisors says it is focused on hiring bigger producing teams
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Sustainability concerns behind Burger King’s new Whopper
Lemongrass-fed cattle expected to emit a third fewer greenhouse gases
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After a choppy start, RIA M&A regains momentum in 2020
More and larger deals suggests the second half could reach record levels
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Lawmakers press Robinhood about investor protections on trading platform
Letter from Capitol Hill says the firm ‘must do better’ in the wake of the suicide of a user
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Robinhood adds another $320 million in funding
The latest round of investments boosts the online trading app's valuation to $8.6 billion
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Wells Fargo bans TikTok over cybersecurity concerns
The bank identified a small number of employees with corporate-owned devices who had installed the video-sharing application
The post Wells Fargo bans TikTok over cybersecurity concerns appeared first on InvestmentNews.
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RBC recruits duo with $245 million
The Albuquerque, New Mexico-based advisers are joining from Maplewood Investments
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New Hampshire investigating churning claims against Merrill brokers
Former governor says the firm, two former brokers were responsible for $50 million in losses
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Wall Street benefits from Fed’s support for corporate debt
Fees for underwriting investment-grade bonds doubled in the first half
The post Wall Street benefits from Fed’s support for corporate debt appeared first on InvestmentNews.
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SEC proposes easing reporting requirements for funds
Funds would be required to report holdings quarterly if they have at least $3.5 billion of equities, up from the current threshold of $100 million
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‘Lost and found’ 401(k) bill is good for the advice industry
While not exactly novel, the legislation is a sound first step toward getting Main Street investors the tools they need
The post ‘Lost and found’ 401(k) bill is good for the advice industry appeared first on InvestmentNews.
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Maximizing your digital magazine experience
Bringing back the physical version last month further informed our desire to deliver this magazine in all the ways that you need it
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COVID-19 puts alternatives back in the mainstream
The new normal is reigniting conversations around the potential for alternative investments to add diversity and hedge risk
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Wawa settles ESOP lawsuit for $21.6 million
The agreement is separate from a $25 million settlement reached in a similar suit brought in 2016
The post Wawa settles ESOP lawsuit for $21.6 million appeared first on InvestmentNews.
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Q&A: iCapital Network’s CEO Lawrence Calcano
Calcano talks automation, the firm’s recent acquisition of Wells Fargo’s alternative investments platform and expectations for tech moving forward
The post Q&A: iCapital Network’s CEO Lawrence Calcano appeared first on InvestmentNews.
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Oklahoma pulls back Form CRS mandate for state-registered advisers
Rhode Island keeps its requirement on the books
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ETF providers struggle to steer institutional investors away from lower-cost retail funds
Large investors are giving up liquidity and tighter spreads for lower fees
The post ETF providers struggle to steer institutional investors away from lower-cost retail funds appeared first on InvestmentNews.
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Former RIA execs to pay $200,000 for misleading clients
Benjamin Alderson, the former CEO of deVere USA, also agrees to a permanent bar
The post Former RIA execs to pay $200,000 for misleading clients appeared first on InvestmentNews.
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