The Department of Labor has proposed a new rule that would require more analysis and documentation around ESG investments in private retirement plans.

The firm has appointed Stephanie Link, former head of global equities research at Nuveen, as its new chief investment strategist, a newly created role.

Creative Planning CEO Peter Mallouk opened up recently on his latest acquisition, where it fit, the firm's approach to M&A, and plans to re-up on his TV marketing strategy.

Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets.

He may face insurmountable hurdles to winning Senate confirmation for the U.S. attorney post.

The Court ruled 8-1 in Liu vs. the Securities and Exchange Commission that the practice was allowable provided that the fees did not exceed the "wrongdoer's net profits," according to a majority opinion written by Justice Sonia Sotomayor.