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InvestmentNews
1 天
Social Security Fairness Act awaits Biden's approval
Two long-standing rules "detested" but millions of public-sector workers for the reductions they make to Social Security ...
Opinion
InvestmentNews
1 天
Opinion
Rethinking Charitable Giving
A generosity purpose does more than just make you feel good. It creates loyalty and turns clients into raving referral ...
InvestmentNews
2 天
MetLife buying PineBridge in asset management push
The $800 million deal includes assets PineBridge has outside of China and would extend MetLife's asset management business.
InvestmentNews
2 天
Bitcoin has first weekly drop since election
The crypto asset was down over 9 percent as of money, following a surge in price after President-elect Donald Trump's win.
InvestmentNews
2 天
Star Stifel broker in Miami at center of two more client complaints totaling $6M
Stifel Financial Corp. is facing two more investor complaints claiming damages of at least $6 million linked to complex ...
InvestmentNews
5 天
Three key trends that will drive advisors’ planning in 2025
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors ...
InvestmentNews
7 天
How do CFA pros see AI, ESG, and the value of the CFA mark?
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain ...
InvestmentNews
9 天
Social Security Fairness Act faces resistance ahead of landmark vote
Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while ...
InvestmentNews
6 天
Edward Jones’ effort to go upscale means more – lots more – CFPs
Edward Jones’ focus recently to boost advisors' credentials, as part of a broad plan to make the firm more competitive, ...
InvestmentNews
5 天
Deutsche Bank fined $4M over delayed reporting of suspicious activity
The firm lagged on filing suspicious activity reports for as long as two years, the SEC said today in announcing a settlement ...
InvestmentNews
5 天
Edward Jones, Osaic, and Cambridge repaying $8.2M in mutual fund charges to clients
Finra orders on Friday noted that the companies proactively corrected errors following exams in 2020 that found customers ...
InvestmentNews
5 天
FedEx shares surge as firm plans $30B freight IPO
The two companies will maintain commercial agreements and continue to work together. FedEx in June said it was reviewing the ...
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