Jeff Schlegel

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Goldman Sachs's New ETF Seeks Disruption In The Name Of Planet Health

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The Future Planet Equity ETF is a transparent, actively managed equity product tied to five major environmental themes.

LPL Bullish On Economy, Stocks In This Year's Second Half

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But higher corporate taxes could impact earnings growth and stock gains, the firm said in a report.

The Bahnsen Group Expands To Minneapolis By Hiring Story Capital

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The Bahnsen Group, a $3 billion wealth manager, retains the right to purchase the firm in the future.

J.P. Morgan, Dimensional Fund Advisors Make Further Inroads Into ETFs

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J.P. Morgan Asset Management launches two active equity funds; Dimensional files for four active bond funds.

Altruist Adds Three Big-Name Asset Managers To Its Advisor Platform

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BlackRock, State Street Global Advisors and Redwood Investment Management boost Altruist's model portfolio offerings.

Innovator ETFs Debuts Fund Offering Up To 20% Downside Protection

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This defined outcome fund's upside cap is very limited, so this is strictly a defensive play.

CFP Board Sanctions 40 Financial Planners

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The sanctions range from public censures to revocations of the right to use the CFP marks.

$300M Waddell & Reed Team Joins Raymond James

by FA Staff

Eight financial advisors in Kansas are now part of Raymond James's independent advisor channel.

Fee War Continues As State Street Trims Fees On Two Bond ETFs

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The funds now cost less than rival funds from other big ETF players in their respective bond categories.

Mercer Advisors Buys Advisory Practice Of Green Bay Packers Board Member

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Andrew Farah, formerly an independent contractor with Raymond James Financial Services, has been a Packers board member since 2001.

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