Regulatory & Compliance

The SEC’s rejiggered advertising and marketing rule officially took hold on November 4, and advisors who have yet to comply should hold off on ads and testimonials until they’re caught up, industry attorneys caution. So reports Think Advisor.

Thursday, 10 November 2022
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Markets & Investments

Goldman Sachs’ chief economist Jan Hatzius says the U.S. economy is on track for a soft landing. So reports MarketWatch.

Saturday, 17 September 2022
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The annual limit on what retirement plan participants can contribute to their 401(k) accounts has gone up by an unprecedented sum for 2023. So reports CNN.

Wednesday, 26 October 2022
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Technology & Communications

UBS is acquiring robo-advisor Wealthfront for $1.4 billion. The all-cash deal is being made to help UBS accelerate growth in the U.S. and make inroads with the next generation of affluent investors. So reports Bankrate.

Tuesday, 01 February 2022
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