The goal of the collaboration is to expand awareness of refinancing as a potential solution for those looking to simplify their student loan payments and get a lower...
CAPTRUST has continued its serial acquisitions, but the biggest merger and acquisition news of early 2020 has been the acquisition of Legg Mason by Franklin Templeton.
Plan sponsors who elect to add equity compensation services will have real-time financial analysis, modeling tools and support of multiple languages and currencies integrated within Vanguard’s existing participant...
With the acquisition, Franklin Templeton will preserve the autonomy of Legg Mason’s affiliates, ensuring that their investment philosophies, processes and brands remain unchanged.
The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.
This week, the California attorney general proposed a set of important changes to the California Consumer Privacy Act (CCPA), giving stakeholders until February 25 to submit their comments.
The National Association of Insurance Commissioners sees its new conflict of interest regulations as working in harmony with the Securities and Exchange Commission’s Regulation Best Interest.
AssetMark Financial Holding moves to institutional share classes; AssetMark adds solutions to investing platform; iShares expands ESG initiatives; and more.
Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their commitment to investing in tax-qualified vehicles.
Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now...