July 10, 2020
Wells Fargo to Donate $400M in PPP Loan FeesThe funds will target minority-owned businesses; through June 30, the bank has processed close to 180,000 loans.
July 09, 2020
Women Still Let Spouses Take the Lead on Financial Matters: SurveyThe UBS survey also found that women believe in equal participation in financial decision-making.
July 09, 2020
Wells Fargo Readying Thousands of Job Cuts to Start in 2020Tens of thousands of positions could ultimately be eliminated; the move may test vows by other banks to keep staff amid the pandemic.
July 09, 2020
Pandemic a Mere 'Hiccup' for RIA Dealmakers: TD AmeritradeM&A activity set a record in the first half of 2020 despite COVID-19, TD Ameritrade Institutional reported.
July 09, 2020
Next Wealth/Stack Event for RIAs to Be VirtualThe inaugural event, led by Josh Brown and Barry Ritholtz, drew more than 700 advisors and others to Scottsdale, Arizona, last fall.
July 09, 2020
Advisor Group Rolls Out Updated UMA PlatformThe news comes about five months after the group wrapped up its purchase of Ladenburg Thalmann's broker-dealers.
July 08, 2020
An Advisor's Dilemma: Millennial Investors Who Won't ListenRose Swanger of Advise Finance tells ThinkAdvisor tales of two couples: one who listened to her and did OK, and another that didn't and paid the price.
July 08, 2020
Shilling Forecasts a 30%-40% Drop in U.S. StocksSeveral catalysts could reverse the recent gains in stocks, he says.
July 08, 2020
How Creative Planning's Rothove Helps Ultra-Wealthy ClientsYounger staff at the firm see women in leadership and realize, "Hey, I can do this, too," said the RIA's vice president.
July 07, 2020
Why Haven't Rising COVID Counts Crushed Stocks? 3 Possible ExplanationsSome Wall Street strategists say there are logical reasons for the disconnect.