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Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.
August 13
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Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.
August 9
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An RIA owner accused the custodian of aiding his chief compliance in setting up a competing firm.
August 7
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At least two clients said they received calls from the advisor where he discussed his departure from the firm, according to the complaint.
July 31
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Because of bank sweeps, veterans and their families' accounts will default to a 26-basis point APY on cash — down from the 1%-2% returns they were getting from money market funds.
July 31
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About 350 employees at USAA may lose their jobs due to the deal.
July 25 -
Reorganization includes the departure of one of the company’s highest paid executives.
July 25
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More than half of RIAs aren't recruiting from other firms. This may be why.
July 22
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The decision marks a shift for firm, which has largely ridden its equity-fund offerings.
July 17
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More than one-third of the $1 billion new assets on the digital advice platform are from new clients.
July 16
