JULY 13, 2018

MUTUAL FUNDS

Michael Thrasher

The company will begin converting assets to nine Morningstar funds approved by the SEC.

PHILANTHROPY

Alan Breus

Awards, medals, cars and other unrelatable use historicals.

SPONSORED CONTENT

Sponsored by United Planners Financial Services

A new cybersecurity solution designed for advisors helps keep critical client data under wraps.

INFORMA INTELLIGENCE

David Ader

Informa’s chief macro strategist weighs in on what’s to come.