Latest News

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.

Most People Underestimate Healthcare Costs, Study Says

The Lifetime of Healthcare Costs study also found that four out of five respondents do not have savings to cover medical emergencies.

Commonwealth Targets $1 Trillion in AUM

CEO Wayne Bloom stressed the independent broker-dealer's commitment to its advisors and following a well-managed growth strategy.

Donald Trump Defeats Niece in Inheritance Lawsuit

Mary Trump intends to appeal and maintains the 2001 settlement she signed involving an inherited real estate portfolio should be reopened.

LPL Strategist: Midterm Result May Delay Fed’s Effort To Fight Inflation

A stronger-than-expected showing by Democrats in the U.S. midterm elections may force investors to rethink the split government scenario many had expected.

Dementia May Be on the Decline

A new study from RAND credits several possible factors. Another recent study suggests nutrition may also play a role.

Top Retirement Destination Scores High on Housing, Healthcare

This well-known ranking of 10 best places to retire holds some surprises.

An End to Surprise Overdraft Fees? CFPB Moves to Stop Banks

Guidance to stop banks from imposing the fees will save consumers an estimated $3 billion.

Latest News

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.

Most People Underestimate Healthcare Costs, Study Says

The Lifetime of Healthcare Costs study also found that four out of five respondents do not have savings to cover medical emergencies.