Ric Edelman to Head New Financial Planning School
By Melanie WaddellEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 16, 2026
SEC Seeks Comments on Reining in CATThe agency wants feedback on Consolidated Audit Trail funding and cost management and the regulatory purpose of the database.
April 16, 2026
Vanguard Launches Two International Stock Index ETFsOne low-cost exchange-traded fund offers a value exposure, the other a growth index.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.
April 16, 2026
U.S. Should Prepare for a 'Vicious' Bond Crash: PaulsonThe former Treasury secretary says we need a plan to avert a potential collapse in the demand for U.S. government debt.
April 16, 2026
Murder or Insanity? Ex-LPL RIA Employee Faces Next Phase of TrialRamy Fahim, formerly of Pence Wealth Management, admitted to killing a co-worker and the co-worker's roommate.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.