Practice

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.

The rare move to set aside the regulator’s ruling came more than a decade after the rep ran into trouble by adding notes about his client into a software program.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

“Investing should be as ubiquitous as shopping online,” says Vlad Tenev.

The investments can pose substantially more risks than typical initial public offerings.

the Labor Department said it wouldn’t enforce Trump-era rules for fund investments or proxy voting, nor will it sanction retirement plans that don’t comply with the regulations.

Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.