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THE INVESTMENTNEWS PODCAST SEP 28, 2020
'You're fooling yourself.' Burton Malkiel takes on ESG investing

The legendary economist and author believes the current hot trend of ESG investing is ineffective and espensive.

Average charitable gift increased by 56% in 2019, study finds
RETIREMENT TAX SEP 28, 2020
Average charitable gift increased by 56% in 2019, study finds

Despite changes in tax treatment, philanthropists increased support for nonprofits

The SEC’s adoption of e-delivery is well overdue
NEWS REGULATION AND LEGISLATION SEP 27, 2020
The SEC’s adoption of e-delivery is well overdue

The commission must consider carefully the interests and needs of all investors

‘I’m getting lit up on TikTok!’ A candid conversation with Josh Brown
YOUR PRACTICE PRACTICE MANAGEMENT SEP 26, 2020
‘I’m getting lit up on TikTok!’ A candid conversation with Josh Brown

The Reformed Broker talks about his latest book and why he’s no longer a fan of Twitter

Adviser bilked more than $100,000 from investment partnerships: SEC
NEWS REGULATION AND LEGISLATION SEP 25, 2020
Adviser bilked more than $100,000 from investment partnerships: SEC

The regulator is seeking permanent injunctions against Oscar Haynes Morris Jr. and his RIA Lakeside Capital Partners

Older women anxious about finances in retirement: GAO report
RETIREMENT RETIREMENT PLANNING SEP 25, 2020
Older women anxious about finances in retirement: GAO report

Retired women in 14 focus groups are worried about rising health care costs

Americans believe sustainable funds can offer higher returns
INVESTING ESG SEP 23, 2020
Americans believe sustainable funds can offer higher returns

The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance

B-Ds may be more likely to recommend complex products than RIAs
NEWS RIAS SEP 23, 2020
B-Ds may be more likely to recommend complex products than RIAs

The NASAA report analyzed the results of a benchmarking exam taken prior to implementation of Reg BI

On a tear! CI Financial scoops up US RIAs
NEWS INDUSTRY NEWS SEP 23, 2020
On a tear! CI Financial scoops up US RIAs

Kurt MacAlpine, CEO of Canada’s CI Financial, joins Jeff Benjamin and Bruce Kelly to talk about his company’s buying spree

Wells Fargo CEO draws fire for ‘limited’ Black talent comment
YOUR PRACTICE PRACTICE MANAGEMENT SEP 23, 2020
Wells Fargo CEO draws fire for ‘limited’ Black talent comment

U.S. lawmaker Alexandria Ocasio-Cortez joined critics on Twitter condemning the statements