Latest Issue Cover
Home » Financial Advisor » FA Online » FA News

FA News

[1]  721 722 723 724 725 726 727 728   [2057]

Advisors Falling Short On Retirement Risk Client Talks, Allianz Says

by

While most retirees are not worried about running out of retirement funds, 60% of non-retirees are concerned, a survey says.

BoA, Schwab And Fidelity Top Retirement Plan Satisfaction Rankings

by

Bank of America and Schwab tied for first in the large plan category, according to a J.D. Power survey.

Life Insurers Should Help Customers Live Healthier Lives, Report Says

by

A new report reveals that most Americans want to adopt better health habits that increase longevity.

Bernicke Aligns With GVA To Join LPL Platforms With $530M In AUM

by

Ty Bernicke and his team previously were with TD Ameritrade and Triad Advisors.

Corporate Audits Fell 71% As Coronavirus Pandemic Crippled IRS

by

The drop in new audits follows record-low numbers of IRS audits in recent years because of budget cuts.

Some Harry Potter Game Developers Rattled By J.K. Rowling Backlash

by

The makers of a Harry Potter video game are worried about inflammatory comments made by the character's creator.

A Special Tax Return Clients Should Know About

by

Clients can make smart use of superseding tax returns.

Empower Retirement To Acquire Personal Capital In $1 Billion Deal

by

The deal values Personal Capital and its wealth management platform at $1 billion.

XYPN Weighs Appeal After Court Rejects Reg BI Challenge

by

"This isn’t the end of the fiduciary journey for us,” group founder Michael Kitces said.

Orion To Buy Brinker Capital, Forming $40B TAMP

by

The acquisition is being financed via an investment from Genstar.

Fidelity Charitable Sees More Donations Focus On Pandemic Relief

by

Grants made through Fidelity's donor-advised fund to free food programs soared 667% in the first four months of the year.

New Target-Date Fund Platform Offered By BNY Mellon

by

The Custom Target Date Builder will make target date planning available to more advisors, BNY Mellon said.

An MFS Investment Manager Is Fighting FOMO And Dumping Stocks

by

The veteran strategist and portfolio manager is digging in his heels.

Virus Upends $87 Billion Of Deals In Sign Of Corporate Fears

by

The weak M&A environment underscores how corporate executives have retreated to the sidelines.

Wall Street Theories On Billions Sloshing Through Schwab Funds

by ,

Over the past seven trading days, $4.6 billion has exited from a group of four ETFs.

For Wells Fargo, New Scrutiny From The Fed Puts Dividend At Risk

by

New rules in response to the Covid-19 pandemic leave the company most exposed to potential payout cuts.

EU Moves Toward Urging Travel Ban On U.S. And Entry To China

by

European diplomats are braced for President Donald Trump to take unkindly to Americans being kept away.

JPMorgan Will Ditch Customers Who Racially Abuse Its Workers

by

The bank recently cut ties with at least four clients who were racially abusive to call-center reps.

Dimensional Fund Advisors Files For First ETFs

by

The factor-investing pioneer, long a favorite of financial advisors, plans to launch three actively managed equity ETFs.

Edelman Says Advisors, Clients Must Realize Pandemic, Markets Could Get Worse

by

Clients should prepare their portfolios for more economic turmoil, according to Ric Edelman.

[1]  721 722 723 724 725 726 727 728   [2057]