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Dimensional to slash fees on 77 funds
NEWS INDUSTRY NEWS DEC 27, 2019
Dimensional to slash fees on 77 funds

The changes will go into effect Feb. 28

T. Rowe Price has a $1 trillion answer to claims stock-picking is dead
RETIREMENT RETIREMENT PLANNING DEC 26, 2019
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead

The asset manager’s focus on stock funds in retirement accounts has helped it flourish as peers have struggled

Wells Fargo to remain under political pressure through 2020, Cowen warns
NEWS WIREHOUSES DEC 26, 2019
Wells Fargo to remain under political pressure through 2020, Cowen warns

An analyst is forecasting trouble for the wirehouse through next year, with mounting risk as Democrats take aim

A smarter take on philanthropy
RETIREMENT RETIREMENT PLANNING DEC 20, 2019
A smarter take on philanthropy

These philanthropists are changing their approach to charity to ensure a bigger impact

Opportunity zone tax break eligibility finalized by Treasury
NEWS REGULATION AND LEGISLATION DEC 20, 2019
Opportunity zone tax break eligibility finalized by Treasury

The regulations outline who qualifies for tax breaks and the penalties for breaking the rules

MetLife fined $10 million over missing pensioners
RETIREMENT RETIREMENT PLANNING DEC 19, 2019
MetLife fined $10 million over missing pensioners

Insurer's policies for locating annuity customers resulted in errors in accounting for reserves, SEC says.

Decline of brokerage research accelerates as disruptive forces reshape industry
NEWS WIREHOUSES DEC 19, 2019
Decline of brokerage research accelerates as disruptive forces reshape industry

Machines are doing a lot more of the work and investors are piling into passive funds.

House votes to repeal SALT cap
NEWS REGULATION AND LEGISLATION DEC 19, 2019
House votes to repeal SALT cap

But residents of high-tax states shouldn't get excited — the measure is dead on arrival in the Senate.

How passive is that passive ETF?
NEWS INDUSTRY NEWS DEC 18, 2019
How passive is that passive ETF?

Court case raises the question of how much leeway funds have in following a benchmark.

Team managing $390 million at Royal Alliance switches to LPL
NEWS INDUSTRY NEWS DEC 18, 2019
Team managing $390 million at Royal Alliance switches to LPL

Seven financial advisers with CPC Financial Planning in Pennsylvania make move.