The Daily Brief

The program is aimed at helping college students whose internships were canceled due to the coronavirus.

Employer enrollment in California's auto-IRA program has been hamstrung by the coronavirus pandemic.

After managing his own registered investment advisory since 2004, Bedminster, N.J.-based Robert Bacino moved his book of business back to the employee model.

Minimums on the platform were cut from $10,000 to $5,000, while the fee drops from 50 to 35 basis points.

Northern Trust Asset Management President Shundrawn Thomas has been instrumental in moving the firm's diversity and inclusion efforts forward.

With the 'Solve for Max' feature, advisors can more easily find a client’s optimal tax bracket.

Peter DeSantis joins LPL from Cetera Advisor Networks in an early step in his succession plan.

About 300 FPA members have signed on to provide financial planning to safety professionals at a 20% discount.

'At a time when uncertainty abounds, the need for qualified advisors supporting their business owner clients is at a historic high,' said Jared Johnson, CEO of the Business Enterprise Institute.

The publicly traded company will now buy HK Financial Services for $100 million, down from $160 million in the original agreement, but adds a contingency agreement for performance-based payouts.