FA Staff

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Vanguard Debuts Global Credit Bond Fund

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Vanguard Group of Valley Forge, Pa., is expanding its active fixed-income product offerings with the addition of the company’s new Global Credit Bond Fund.

Southern States Most Burdened By Credit Card Debt

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While the Southern region has the largest credit card burden, New Mexico tops the list.

$170M Ex-LPL Firm Joins Raymond James

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Robert J. Ellis Financial Advisors is now part of Raymond James in upstate New York.

Fidelity Offers Technology Platform Creator For Wealth Management Firms

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Fidelity recently announced the launch of Wealthscape Integration Xchange—a new digital store.

Mercer Advisors Acquires Oregon Wealth Management Firm

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Mercer has purchased Portland, Ore.-based Sigma Investment Management.

Raymond James Adds $119M Advisor From UBS

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Timothy Holcombe joins the firm’s employee broker-dealer.

Hanson McClain Adds CPA To The Fold

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Michael Mouriski and his team will serve clients as Hanson McClain Tax Solutions.

Blackstone Invests In iCapital

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The nation’s largest alternatives firm invests in a leading technology platform.

Vanguard’s New Low-Cost ESG ETFs

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The ESGV fund covers over 80% of U.S. equity market capitalization. It has an expense ratio of 0.12% and tracks the FTSE U.S.

Retirement In Focus In Las Vegas

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The Inside Retirement Conference discussed the evolving nature of retirement.

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