Karen DeMasters

[1]  1 2 3 4 5 6 7 8   [173]

E*Trade Sued For ‘Paltry' Interest Rates On Retirement Sweep Accounts

by

The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.

When Retirement Comes At You Fast

by

This couple had just days to make decisions that would alter the rest of their lives.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

by

New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

Stratos Wealth Lands Calif. Firm With $700M In AUM

by

Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

Increasing Wealth Not Calming Younger Investors, Advisors Say

by

The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Private Market Investments Are Going Mainstream, Hightower Exec Says

by

Retail investors should be adding private equity to their portfolios, Hightower Managing Director Robert Picard says.

Nearly Half Of Advisors Say They Want To Use AI, Survey Says

by FA Staff

Advisors say the technology could be useful for client communications and marketing.

Prospera Financial Services Adds $650 Million Firm

by FA Staff

Painter, Smith & Amberg has joined the Prospera network of firms.

Ex-Brokers Launch $450M RIA In Danville, Calif.

by FA Staff

Greykasell Wealth Strategies will be led by David Eisenhauer and will custody most client assets with Fidelity.

Foundation Source Is Expanding Services For Private Foundations

by FA Staff

The firm has acquired PG Calc, a support organization for charitable programs.

[1]  1 2 3 4 5 6 7 8   [173]