LPL updates branding message
'Your Greatness Is Our Goal' is the independent broker-dealer's new theme, referring to the value it brings to its advisers.
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DC industry must cooperate to offer emergency savings accounts
The case for emergency savings accounts has always been compelling. When low- to moderate-income workers run into problems, they either take out loans or make hardship withdrawals, contributing to plan leakage. The pandemic only highlighted the issue.
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iCapital Foundation, CAIA Association launch education program
AltsEdge will provide 10 modules to help advisers understand and use alternative investments.
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Robinhood’s ties to hedge funds still not clear, Warren says
Ahead of a House hearing Thursday with the company's CEO, the Massachusetts senator accused Robinhood of having inadequate cash on hand to manage a trading surge.
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Advisers, clients not on same page about guaranteed income: Survey
Last year’s market plunge and quick recovery appear to have changed the way people feel about the value of guaranteed lifetime income, Cannex found. In February 2020, 71% of people said they found guaranteed lifetime income highly valuable, but that figure had dropped to 63% by August.
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Fidelity, Schwab donors set record for charitable giving in response to pandemic
Covid-19 also changed giving targets, as donors supported organizations that provided food and other necessities for people who experienced economic setbacks due to the outbreak.
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Fund companies can follow a road map to ESG success
As investors and financial advisers fine-tune their focus on sustainable investing strategies, fund companies should tailor their offerings.
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AIG is seeing interest in life and retirement business
The company said that year that it would separate the life and retirement unit from its sprawling property-casualty operation, furthering the dismantling of the insurance giant.
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Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher
Amy Cooper was fired last year after accusing a Black man in Central Park with threatening her. The charges were dropped after she completed court-sanctioned therapy sessions about racial bias, according to Bloomberg News.
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Wells Fargo gets Fed nod for overhaul plan
Fed officials reportedly privately signaled the bank that they accept its proposal for overhauling risk management and governance, which would move Wells a step closer to getting the cap on its assets lifted.
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Lots of choices for advisers looking to sell
The approaches of the different types of buyers vary, so it’s essential to know how they approach the process.
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Bitcoin exceeds $51,000 for first time
The largest cryptocurrency rose almost 6% Wednesday, following a fivefold surge in the past year, after MicroStrategy said Tuesday it would sell $600 million of bonds to buy more Bitcoin.
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The latest in financial #AdviserTech — February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
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Pandemic prompts brokerages to seek relaxed in-person inspection requirements
Member firms and trade associations representing them told Finra their pandemic experience has shown that supervisors don’t need to look over the shoulders of registered reps physically to ensure they’re following the rules.
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Meet Goldman’s robo-adviser Marcus Invest — finally
Mainstream investors can now open an account with Goldman Sachs with $1,000 and a smartphone. After delaying the launch last year, Marcus Invest solidifies the bank’s goal to bring investing to a wider audience of consumers.
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American Funds to chop fees, change management on five VA funds
The changes, which take effect May 1, mark the second time in a year that the company has significantly altered its insurance-series funds to make them match their better-known retail counterparts.
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Power outages force advisers to leverage Covid-19 contingencies
Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.
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OneDigital acquires manager of $1.3 billion in plan assets
With the deal for Atlanta Plan Partners, which oversees more than 130 retirement plans, OneDigital Investment Advisers will serve approximately 5,000 retirement plans.
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Captrust adds $154 billion in plan assets with Cammack deal
The retirement plan aggregator's national footprint grows to more than $600 billion with the addition of Cammack Retirement Group, which serves more than 170 plan sponsors.
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Team managing $270 million at UBS moves to Baird
The WillowPointe Group, a two-adviser, five-person team, joins in Cookeville, Tennessee.
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