Vanguard Again Tops Industry in Annual ETF Inflows
Vanguard provides “cheap, easy-to-understand, broad access to different markets,” Bryan Armour, Morningstar passive strategy research director for North America, told ThinkAdvisor...
life insurance
So It's Time for Your Client to Tap Their 401(k). Now What?
What You Need to Know Once a client reaches the point of taking distributions from their accounts, they’re often in...
Ex-Broker to Fork Up $3M Over Fintech Fraud
What You Need to Know A final judgment was entered against an alleged participant in a multimillion-dollar securities scheme. Paul...
Fidelity Expands Alts Lineup With Private Credit Fund
Fidelity Investments has expanded its growing alternative investment product offering by launching its first business development company, Fidelity Private Credit Fund. The new...
BlackRock, Fidelity Warn Markets Are Underestimating Inflation Again
What You Need to Know High inflation should persist, with little hope that a recession will spur the Fed to...
Daniel Moisand Takes Over as CFP Board Chair
What You Need to Know The CFP Board will be celebrating the 50th anniversary of its first certification under Moisand's...
Carson Group and Vestwell Launch Carson Complete 401(k)
What You Need to Know The new advisory program includes many of Vestwell’s capabilities, such as payroll integration and 3(16)...
Tom Brady, Gisele Bundchen Among FTX Shareholders Set for Wipeout
Billionaire New England Patriots owner Robert Kraft and star NFL quarterback Tom Brady are among those sharing in the pain...
Ex-Broker Gets Over 5 Years in Prison for $2.9M Securities Scheme
What You Need to Know Instead of using clients’ funds on legitimate investments, Mark Marchi diverted their money to pay...
What if Target Date Funds Used Annuities?
What You Need to Know Target date funds are a highly popular default investment in 401(k) plans. Researchers suggest TDFs...
