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Think Advisor
1 小时
Medicare Drug Plans May Soon Add Anti-Obesity Coverage
As officials put the change in draft rules for 2026, the incoming president's Medicare agency pick might support it.
Think Advisor
1 小时
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIO
Citigroup said that Kate Moore, a portfolio manager at BlackRock, will join its Citi Wealth business as chief investment ...
Think Advisor
2 小时
Robinhood’s Gallagher Drops Out of SEC Chair Consideration
SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
Think Advisor
6 小时
Leech Shunted $600M to Favored Portfolios: SEC, DOJ
Leech was charged with investment advisor fraud and securities fraud, each of which carries a maximum sentence of 20 years in ...
Think Advisor
5 小时
Ramaswamy-Founded Strive Adds Direct Indexing Through Schwab, Fidelity
Strive Asset Management, a financial services firm co-founded by anti-corporate “wokeness” entrepreneur Vivek Ramaswamy, ...
Think Advisor
22 小时
Jeremy Siegel: Stocks Show 'Remarkable Strength,' Fed Rate-Cut Pace Unclear
Equity markets continue to show "remarkable strength," economist Jeremy Siegel said in his weekly commentary Monday, adding ...
Think Advisor
23 小时
Citi's Wealth Boss Offers Retention Bonuses as Part of Revamp
Citigroup Inc. was preparing to declare its wealth business a key piece of the bank’s growth strategy, but behind the scenes ...
Think Advisor
22 小时
SEC Sanctions Hit New High at $8.2B in 2024
In fiscal year 2024, the SEC brought recordkeeping cases — including off-channel communications actions — resulting in more ...
Think Advisor
22 小时
CI Financial to Go Private in Deal With Abu Dhabi Sovereign Wealth Affiliate
CI Financial Corp., a diversified global asset and wealth manager based in Toronto, has entered into a definitive agreement with an affiliate of alternative asset manager Mubadala Capital to take CI ...
Think Advisor
1 天
Fee-Based Annuity Sales Are Heating Up: FIDx Exec
FIDx executive Scott Bowers expects recent deals to greatly expand the platform's fee- and commission-based transaction ...
Think Advisor
1 天
Trump Picks Lori Chavez-DeRemer as Labor Secretary
She co-sponsored the PRO Act, which makes it harder for companies to classify staff as independent contractors.
Think Advisor
1 天
4 Investing Ideas for 2025: Morningstar
"It is already clear that investing conditions in 2025 will be very different from 2024," Morningstar's CIO writes.
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