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Journal Of Financial Planning Given Excellence Award

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The FPA publication received the APEX Awards for Publication Excellence.

American Funds Launches ABLE Account

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ABLEAmerica savings accounts allow the disabled and their families invest in tax-advantaged accounts.

Genstar Capital Becomes Majority Owner Of Cetera

by FA Staff

Genstar Capital also owns major equity stakes in AssetMark, Mercer Advisors and Ascensus.

Why Women, Generation X Are So Far Behind The Retirement Eight Ball

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Six in 10 women and seven in 10 Gen Xers did not know their personal net worth.

MGM Sues Vegas Mass-Shooting Victims In Hopes Of Limiting Liability

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It hopes to block any potential compensation claims.

NYC Broker Agrees To $1.25 Million Penalty

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BGC Financial failed to keep audio recordings and proper records, the SEC says.

Warn Clients About These Social Security Scams

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Criminals want your clients' Social Security numbers. Here's what they do to try and get them.

Asset Manager Charged With 'Re-Stealing' $1 Million Of Clients' Money

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John Geraci got his clients’ money back from a crooked portfolio manager, but then allegedly use it for himself.

New Global X ETF Focuses On Quality Dividends

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The fund is billed as the first quality dividend ETF based on the S&P 500.

Retired Vanguard Exec To Take CFP Board Helm At Pivotal Moment

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The CFP Board is raising its standards while controversy continues over who should be called an "advisor."

What Happens When Your Client Suddenly Wins Millions?

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Lottery winners and others describe the impact of sudden wealth.

Scaramucci's Path To $20 Billion Runs Through A Hot China Market

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“Believe it or not, fund of funds is actually a pretty hot product in China,” Scaramucci says.

JPMorgan Ups Its ETF Game With Cheap Funds Luring Investors

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The company’s BetaBuilder brand is finally gaining ground in the competitive ETF landscape.

‘This Is Not A Passing Fad’: CFA Exam Adds Crypto, Blockchain Topics

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CFA Institute is adding topics on cryptocurrencies and blockchain to its Level I and II curricula.

Jeff Bezos Becomes The Richest Man In Modern History, Topping $150 Billion

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His net worth has soared by $52 billion this year.

Small-Business Clients May Be Able To Contribute More To Retirement Plans

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A bipartisan bill would raise SIMPLE contribution limits and modernize form filing requirements.

Frenzy To Get Bitcoin ETF Listed Is Clogging Up The SEC's Email

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The Securities and Exchange Commission is fielding a deluge of messages after Cboe sought approval to list a Bitcoin ETF.

Pax World Funds Has New Offering

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The Pax Global Opportunities Fund is first new product this year.

Wells Fargo Loses More Advisors As Profits Drop

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Wells Fargo’s earnings report highlighted the number of advisors the company continues to lose.

Want To Be A Billion-Dollar RIA? Think Twice

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The largest RIAs have their own special challenges, according to Cerulli Associates.

[1]  1065 1066 1067 1068 1069 1070 1071 1072   [2044]