Nuveen Asset Management is making a sub-advisory change to the Nuveen Multi-Manager Large-Cap Value Fund (NNGAX).
On June 24, the fund is
The fund will also change its name to the Nuveen Large-Cap Value Fund.
UBS wants to keep its advisors happy and in their seats. As a result, its 2027 compensation policies avoid the usual grid-update mixture of "good news, bad news."
Industry lawyers and experts say the latest wrinkle in a long-running LPL-Ameriprise recruiting dispute shows why advisors should strongly consider retaining their own legal counsel when changing firms.
Nearly half of respondents reported plans to claim benefits early, with many citing fears about the health of the Social Security program.
The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.
Surveys from Fidelity and Edward Jones suggest that even clients with comprehensive plans and wealth don't always feel good about their financial future.
Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.
