Organization Root Tag

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

The government called the companies’ decision to halt their combination “a victory for American consumers and small businesses.”

The group leader, advisor Lars Olson, had been with the wirehouse since 1994.

The firm is the latest in a line of big money managers making a late entry into the $5.6 trillion ETF market.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

The work-from-home phenomenon has triggered a fresh frustration for U.S. corporations: Americans are blowing the whistle on their employers like never before.

Policy changes could deprive some politicians of significant campaign funds.

If confirmed by the Senate, the former CFTC chairman would be the new administration’s front-line regulator for Wall Street.

The U.S. Small Business Administration and the Treasury Department relaunched the Paycheck Protection Program on Monday to new borrowers, prioritizing loans from community lenders.

The flood follows a strong Democratic showing in last week’s runoff elections in Georgia, which tipped the Senate’s control to President-elect Biden’s party.

While many condemned the violence, few firms have cut financial support to elected officials who have backed Trump’s baseless claims of election fraud.

The move is about “expanding access to high quality growth investing to non-accredited investors,” says Upholdings CEO Robert Cantwell.

The top 20 more than doubled the gains of their fixed-income industry peers.

The Internal Revenue Service and the Treasury Department released guidance on claiming deductions for expenses associated with Paycheck Protection Program loans that have been forgiven.

The IBD completed a stellar recruiting year by adding a team led by a 30-year veteran advisor.

“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.

The firm’s use of third-party compliance vendors came under scrutiny after an ex-rep pleaded guilty to bilking clients out of $5 million.

The firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.

The top 20 to debut last year by total assets include only three products from BlackRock and none from Vanguard or State Street.

The private equity-backed RIA agreed to purchase its first firm of the year after being one of the most active acquirers in 2020.