After ETFs, the next revolution in investment management may be direct indexing, a kind of separately managed account for the masses. Many see it as an industry game changer.
Linda Ding, the director of strategic marketing for document management system Laserfiche, and a well-known presence among RIA technology vendors, was recently named a "Rising Fintech Star" by PR News at its annual "Finnies" awards, which recognizes the financial service industry's top creative strategists, campaigns and people. ... Kaplan to Buy College for Financial Planning Kaplan Professional Education plans to acquire the College for Financial Planning from Apollo Education Group, which has owned the group since 1997. The CFFP is one of several schools that provides the curriculum for those pursuing the Certified Financial Planner designation. The school is accredited by the Higher Learning Commission and authorized by the Colorado Department of Higher Education to offer a master of science in personal financial financial planning and a master’s in finance. ...
Seattle's 'Mini Madoff' Escapes Prison Police in California are frantically searching for Darren Berg, dubbed "Seattle's mini Madoff," after he escaped a federal prison last week. Berg was serving an 18-year sentence for defrauding investors, including many senior citizens, of more than $100 million. ...
You are subscribed to this newsletter as newsletter@newslettercollector.com Questions or problems? Contact Customer Service Wealth Management | Penton | 1166 Avenue of the Americas, 10th Floor | New York, NY 10036 Copyright 2017, Penton. All rights reserved.
