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This marks the third deal of 2020 for the $390 billion aggregator
The post Captrust acquires $1.6 billion Indiana firm appeared first on InvestmentNews.
The newly independent advisor oversaw $92 million in client assets.
DoubleLine executive's comments come as the spread between 5- and 30-year Treasury yields hits its steepest level since 2016
The post Rising rates may lead to Fed yield-curve control, Gundlach says appeared first on InvestmentNews.
COVID-19 has put the diabetic community on alert. Morgan Stanley’s Head of Philanthropy Management Melanie Schnoll-Begun, who has Type 1 diabetes, is in the thick of it.
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
How the Fed proceeds is key for investors who have plowed into steepening bets, a move that peaked with last week’s surge in 10- and 30-year yields.
Better understanding the current state of “stickiness.”
The pandemic has pushed trade associations to virtual meetings to make their case with lawmakers
The post Why living-room lobbying may be here to stay appeared first on InvestmentNews.
Pandemic is encouraging consumers to do business with larger companies, says Morgan Stanley's CEO
The post Banks cite gains against fintechs appeared first on InvestmentNews.
Captrust has added Lakeside Wealth Management to its burgeoning national franchise.
The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
The partnership with Bain Wealth Management, a $100 million RIA in Salem, Ore., provides a good example of Carson Group’s strategy.
Creative Planning CEO Peter Mallouk said the firm will also create an ongoing financial education program for disenfranchised communities.
As of late April, 12% of companies surveyed had suspended their matching contributions and another 23% said they might halt them, according to a survey
The post More companies may cut 401(k) matches appeared first on InvestmentNews.
The firm's scale and organic growth has impressed investors.
Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.
Advisers are not planning for a transition in leadership despite a lack of confidence in the next generation, according to new research
The post RIAs may be heading for a ‘succession planning crisis’ appeared first on InvestmentNews.
The CEO is particularly pleased with ETrade's technology and brand
The post Morgan Stanley’s Gorman ‘thrilled’ with ETrade purchase appeared first on InvestmentNews.
Consumers are interested in guaranteed income products, but not when their called annuities
The post Advisers misjudge client interest in annuities: Survey appeared first on InvestmentNews.
More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
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