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Increased captive insurance coverage due to expanded business in 2018 was a primary driver of a three-year high in regulatory spending, the firm says.
April 24 -
Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.
April 24 -
Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.
April 24 -
It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.
April 23
Savant Capital Management -
“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.
April 23 -
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23 -
Three of seven new hires came from wirehouses.
April 23 -
The earlier they begin planning, the easier it'll be to avoid a big tax hit.
April 23 -
The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.
April 22 -
Unfortunately, physical and cognitive decline are among potential side-effects.
April 22













