Five Books to Gain Perspective
It's a challenging time in the world right now. Here are a few thoughtful resources to keep your mind right.
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Shareholders, DOJ Clear the Way for Schwab/TD Ameritrade Merger
TD and Schwab shareholders voted in favor of the merger; Schwab expects the deal to close in the second half of this year, with an integration period of 18 to 36 months.
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DOJ Ends Antitrust Investigation Into Schwab/TD Ameritrade Merger
Schwab expects the deal to close in the second half of this year, and if it goes through, the firms will be integrated over 18 to 36 months.
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‘Bored’ Millennial Day Traders Boost Airline ETF’s Assets 2,930%
The US Global Jets exchange-traded fund, ticker JETS, held just $33 million in early March when the coronavirus pandemic grounded global air travel. Its assets now top $1 billion.
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BlackRock Files to License Active Non-Transparent ETF Structure
BlackRock filed to license the structure of Precidian Investments’ ActiveShares product.
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Fidelity Throws Heft Into Hidden-Asset ETF Arena With New Funds
The Fidelity Blue Chip Growth ETF, Fidelity Blue Chip Value ETF and Fidelity New Millennium ETF will begin trading Thursday.
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ETFs That Saw the Greatest Inflows in the Past Month
These funds saw the most money flow into them over the past 30 days.
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McKinsey Report Warns Against Applying 2008 Lessons to Coronavirus Crisis
The pandemic's impact will affect advisors differently than the last major financial crisis, according to McKinsey.
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Prioritization and Training Key for Reg BI Preparedness
Many Reg BI tools from vendors are coming too late to meet the end-of-month deadline for compliance, according to a SIFMA panel.
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Raymond James Launches New Pride Network
Raymond James has launched a network of advisors to support the LGBTQ+ community.
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LPL Seeks Co-Head of New Employee Advisor Channel
The individual will be responsible for relationship building and P&L for LPL’s new W-2 affiliation model, seeded by the acquisition of Allen & Co.
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Franklin CEO Has ‘Zero Tolerance’ for Racism After Cooper Firing
Jenny Johnson, chief executive officer of Franklin Resources Inc., said the company is reviewing its diversity and inclusion efforts.
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Goldman Sachs Names Ross N.Y. Region Head of Wealth Management
Nicole Pullen Ross succeeds Gary Giglio, who’s stepping down July 1 to focus on charitable causes, including LGBTQ and veterans’ issues.
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Michael Kitces' #FASuccess Podcast: Talking Career Changing with Sara Stanich
Cultivating Wealth founder Sara Stanich talks in-depth about her journey through the advisory industry.
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Timing is Everything When It Comes to Self-Dealing Rules
Private letter ruling should provide comfort to fiduciaries interacting with private foundations.
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