With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
Read MoreGranular sensitivity and remarkable speed characterized the overnight virtualization of the firm.
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U.S. regulators dropped the ball in a recent letter clarifying that regulations do not prohibit the use of private equity funds in 401(k) plans
The post Opening defined-contribution plans to private equity is a mistake appeared first on InvestmentNews.
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For the financial advice community, achieving diversity represents its future
The post Don’t conflate diversity and ESG appeared first on InvestmentNews.
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Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses
The post Outlook for the economy remains cloudy appeared first on InvestmentNews.
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Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy
The post Panic selling gives way to fear of missing out appeared first on InvestmentNews.
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Jay Clayton would replace Geoffrey Berman, who is exiting after 2½ years in the job
The post Trump to nominate SEC Chairman Clayton as U.S. Attorney in New York appeared first on InvestmentNews.
Read MoreThe program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.
Read MoreThe rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.
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The architect of the DOL fiduciary rule remains skeptical of the SEC measure
The post Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts appeared first on InvestmentNews.
Read MoreThe regulatory agency for broker/dealers has changed language to make clear that its' rule would not apply to recommendations covered by the SEC's rule, which will be implemented on June 30.
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Only 15% of participants in the survey said they received messages through mobile apps at the beginning of the COVID-19 crisis
The post J.D. Power survey: 401(k) savers lack help from plan providers appeared first on InvestmentNews.
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The Texas couple made 90 unauthorized distributions from pension and retirement plans they ran
The post Benefits administrators plead guilty to $15 million embezzlement appeared first on InvestmentNews.
Read MoreDon't sell your practice before answering these three questions!
Read MoreFive questions (and answers) that may better inform your client communications in the new normal.
Read MoreFive questions (and answers) that may better inform your client communications in the new normal.
Read MoreThe startup saw investments from Northwestern Mutual and the NBA All-Star.
Read MoreThe COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals.
Read More“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
Read MoreAll of the funds in the suite carry a 0.18% expense ratio.
Read MoreWe're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
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