See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Vanguard is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine, even if they were inoculated before the firm extended the offer.
New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.
Some observers argue the CFP Board’s proposed changes go too far and that its resources could be better used elsewhere—others say the revisions don’t go far enough.
In this week's fund news, iM Global Partner continues U.S. expansion; ProFunds debuts the first Bitcoin strategy mutual fund; and investors have saved $357 billion thanks to passive indexing.