The data, which appeared in three spreadsheets linked on one of BlackRock's iShares web pages, included names and email addresses of financial advisers who buy BlackRock ETFs on behalf of customers.
Los Angeles-based Lido Advisors and San Diego-based Ken Stern & Associates are coming together.
Jon Stein, who admired and corresponded with Bogle, said the late Vanguard founder liked to debate and had high conviction in his opinions.
Are you geared to attract the best available talent?
The reduction amounts to about 6 percent of the workforce in high-cost locations.
Advisors, beware of vendors offering “soft” practice management services that are meant to help your business more than your clients. The SEC is watching.
What better way to honor Jack than for fiduciary advocates to, as he says, “Press on, regardless.”
Dr. Louis Samuels was one of the surgeons who performed the heart transplant on Jack Bogle in 1996. He remembers the man for his energy, will power and "unwavering spirit to live."
Dozens of fee-for-service advisors are waiving fees for furloughed federal workers.