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Kestra unit acquires $500 million RIA
NEWS RIAS DEC 08, 2020
Kestra unit acquires $500 million RIA

Bedell Frazier will become part of Bluespring Wealth Partners

‘Moneymaking and money losing.’ Amid fallout from GameStop, what will regulators do?
NEWS INDUSTRY NEWS DEC 08, 2020
‘Moneymaking and money losing.’ Amid fallout from GameStop, what will regulators do?

Tyler Gellasch from Healthy Markets discusses the potential regulatory fallout from the recent social media-fueled trading frenzy.

Student loan borrowers worse off now than in the spring, survey finds
NEWS INDUSTRY NEWS DEC 07, 2020
Student loan borrowers worse off now than in the spring, survey finds

More than half of borrowers surveyed claim poor or very poor financial wellness

FPA appoints interim chief Patrick Mahoney as CEO
NEWS RIAS DEC 07, 2020
FPA appoints interim chief Patrick Mahoney as CEO

The national organization conducted a formal search process before announcing the latest appointment

LPL nabs $900 million hybrid team from Cambridge
NEWS RIAS DEC 07, 2020
LPL nabs $900 million hybrid team from Cambridge

The 10-year-old Rosemont Financial Group based in Albany, New York has 11 financial advisers

Portfolio makeovers with Morningstar's Christine Benz plus a peek behind the scenes of the ESG Film Festival
THE INVESTMENTNEWS PODCAST DEC 07, 2020
Portfolio makeovers with Morningstar's Christine Benz plus a peek behind the scenes of the ESG Film Festival

Jeff Benjamin gets a makeover! For his portfolio that is. Christine Benz of Morningstar hosts an annual portfolio makeover, plus the boys talk to Steve Lamb about the ESG Film Festival

End the confusing muddle of advice standards
NEWS OPINION DEC 07, 2020
End the confusing muddle of advice standards

Establishing an easily understood rule for advisers shouldn't be this difficult

FinHub becomes a separate SEC department
NEWS REGULATION AND LEGISLATION DEC 04, 2020
FinHub becomes a separate SEC department

Valerie Szczepanik will continue to head the office

Aon to kick off pooled employer plan in January
RETIREMENT RETIREMENT PLANNING DEC 04, 2020
Aon to kick off pooled employer plan in January

The company predicts half of U.S. employers will join pooled plans over the next decade

Boston FiNet team managing $3.75 billion becomes RIA
NEWS WIREHOUSES DEC 03, 2020
Boston FiNet team managing $3.75 billion becomes RIA

Mayflower Advisors breaks away; uses Pershing as custodian