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Retirement confidence hits 2-year high in 2020
The rollout of coronavirus vaccines coupled with a new political environment has given some long-term savers renewed optimism.
Fink weighs ending PAC after ‘assault’ on democracy at Capitol
BlackRock’s CEO joins a chorus of corporate voices reconsidering their roles in the political process in the wake of the Jan. 6 unrest.
By Annie Massa
Diversity and equality
CFP diversity is on the rise. Is it sustainable?
Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.
Full employment not expected until 2024: Bank economists
A slower-than-expected rollout of the COVID-19 vaccines and the threat of social unrest after the Jan. 6 riot at the U.S. Capitol could threaten the recovery, according to an American Bankers Association panel.
Robinhood hires from its regulator as scrutiny of company mounts
Two former FINRA employees are joining the fast-growing brokerage app.
By Robert Schmidt
Fund managers donated $1M to GOP election deniers
Pressure is mounting for firms to respond to last week’s violence at the Capitol.
By Annie Massa and Katherine Burton
Charles Schwab ditches PAC, citing divided political climate
A wave of corporations have made changes to their PAC giving since a mob supporting President Donald Trump stormed the Capitol last week.
By Annie Massa
Citi reorganizes wealth management units under one umbrella
The new global wealth division, which is being formed by combining the firm’s private bank with a unit that serves substantially less wealthy households, will be led by Citi veteran Jim O’Donnell.
In largest succession deal, Cetera buys $4B region
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.
Visa, Plaid scrap $5.3b deal amid U.S. antitrust suit
The government called the companies’ decision to halt their combination “a victory for American consumers and small businesses.”
By Jenny Surane
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