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PGIM cuts fees on target-date funds
RETIREMENT RETIREMENT PLANNING OCT 10, 2023
PGIM cuts fees on target-date funds

The TDF series will be renamed PGIM Target Date Funds, and some underlying investments will be changed.

LPL nabs team managing $900M at RBC
NEWS BROKER DEALERS OCT 10, 2023
LPL nabs team managing $900M at RBC

The four advisors are launching Sides Wealth Advisory Group in York, Pennsylvania.

Merrill adviser overseeing $350M moves to UBS
NEWS WIREHOUSES OCT 06, 2023
Merrill adviser overseeing $350M moves to UBS

Matt Burton will join the firm’s Indianapolis office.

Goldman's build-your-own ETF hub debuts first funds
INVESTING MUTUAL FUNDS OCT 05, 2023
Goldman's build-your-own ETF hub debuts first funds

Goldman's platform is designed to help institutional clients launch their own ETFs while providing services such as portfolio implementation and capital markets solutions.

Team managing $800M joins Arkadios
NEWS RIAS OCT 05, 2023
Team managing $800M joins Arkadios

The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.

LPL adds California team managing $150 million
NEWS BROKER DEALERS OCT 05, 2023
LPL adds California team managing $150 million

The Sacramento-based firm, Bradford Capital Group, was previously affiliated with Securities America.

UBS nabs two teams from Bernstein Private Wealth
NEWS WIREHOUSES OCT 05, 2023
UBS nabs two teams from Bernstein Private Wealth

The teams, both in Philadelphia, collectively manage $1.7 billion in assets.

FPA E8: Laura Garfield, Co-Founder, Idea Decanter
GO RIA ON LOCATION OCT 05, 2023
FPA E8: Laura Garfield, Co-Founder, Idea Decanter

Laura shares some very important tips for advisors crafting their “breakaway story” for their clients.

Parent of Sigma Financial rebrands as Axtella
NEWS RIAS OCT 04, 2023
Parent of Sigma Financial rebrands as Axtella

The company formerly known as SPS Family also owns Parkland Securities and RIA Sigma Planning.

Don't shy away from commercial mortgage bonds, says DoubleLine manager
VIDEOS IN THE NASDAQ OCT 04, 2023
Don't shy away from commercial mortgage bonds, says DoubleLine manager

Morris Chen, portfolio manager at DoubleLine Capital, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for both commercial and residential mortgage bonds as interest rates and uncertainty rise.