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International CFP standards group names new CEO
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
International CFP standards group names new CEO

Dante De Gori served previously as the chief executive officer of the Financial Planning Association of Australia.

Merrill adds premium outside manager service
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
Merrill adds premium outside manager service

The service allows the firm's high-net-worth clients to use a variety of third-party asset management firms.

'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock

Michael Gates from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how he structures model portfolios to reduce risk and lower volatility, as well as offering his outlook for the 60/40 portfolio.

'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock

Jay Jacobs from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how investors are using thematic investing to gain market exposure to disruptive technologies.

Maine practice managing $170 million opts for Arkadios
NEWS RIAS OCT 26, 2022
Maine practice managing $170 million opts for Arkadios

Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.

Federal court orders company and its owner to repay 401(k) plan
RETIREMENT RETIREMENT PLANNING OCT 26, 2022
Federal court orders company and its owner to repay 401(k) plan

The president and owner of an Illinois-based health care company failed to make necessary contributions to the retirement plan.

Truist advisers managing $446 million depart for D.A. Davidson
NEWS ADVISOR MOVES OCT 26, 2022
Truist advisers managing $446 million depart for D.A. Davidson

Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.

The stock market’s biggest tricks and treats
INVESTING EQUITIES OCT 26, 2022
The stock market’s biggest tricks and treats

Goblins and ghouls are scary, but big moves in the stock market can elicit even more emotion among investors.

Top 529 college savings plans in 2022
NEWS INDUSTRY NEWS OCT 26, 2022
Top 529 college savings plans in 2022

Here are the college savings plans that Morningstar awarded with its highest rankings of gold and silver.

Merrill adviser family managing $540 million moves to RBC
NEWS RIAS OCT 25, 2022
Merrill adviser family managing $540 million moves to RBC

Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.