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Dimensional Adds 2 ETFs, More Expansion Planned

September 30, 2023 by Sagarmir61

Dimensional Fund Advisors is expanding its exchange-traded fund offerings with seven new ETFs, including this week’s listings of its Ultrashort Fixed Income ETF (NYSE Arca: DUSB) and World …

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Car Hire Insurance Excess for Holiday Car HireWorldwide Insure

September 29, 2023 by Sagarmir61

What is it? Do you need it? How much do you need to budget for it on holiday? And why don’t I just get the insurance offered by …

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SEC Charges Firm With Inflating AUM on Form ADV

September 26, 2023 by Sagarmir61

The Securities and Exchange Commission has charged Vista Financial Advisors LLC and the firm’s co-owner and chief compliance officer, Ruben Cedrick Williams, with inflating the firm’s assets under …

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Kas or Kalkan? Travelling With Kids To Turkey

September 25, 2023 by Sagarmir61

Deciding on a summer break to the Antalya coast in Turkey, raised one big question for two families travelling together – Kas or Kalkan? Let their experience guide …

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7 Social Security and Medicare Quirks That Trip Up Advisors

September 22, 2023 by Sagarmir61

1. Social Security and Medicare choices interact in important ways. One common area of confusion among clients and advisors is the link between Medicare and Social Security, Mantell …

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Biggest U.S. Pension’s Investment Boss Pushed Sports Deals Before Calling It Quits

September 18, 2023 by Sagarmir61

Calpers explored a deal with the National Basketball Association’s Sacramento Kings, with owner Vivek Ranadivé visiting the pension fund’s office as part of the conversations, people familiar with …

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8 Marketing Rule Documents the SEC Requests During Exams

September 14, 2023 by Sagarmir61

Start Slideshow Advisors should take heed of a recent Risk Alert issued by the Securities and Exchange Commission that lays out what documents the agency will likely request …

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Orion Taps AssetMark CEO to Replace Eric Clarke

September 10, 2023 by Sagarmir61

Orion Advisor Solutions says Natalie Wolfsen, formerly CEO of AssetMark, will become its new CEO in mid-October 2023 — when she also will join Orion’s board of directors. The …

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the new EHIC – Health Insurance on HolidayWorldwide Insure

September 9, 2023 by Sagarmir61

Over 5 million European Health Insurance Cards (EHICs) expired in 2022 and are now replaced by the Global Health Insurance Card (GHIC). Here is all you need to …

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Commonwealth Expands Talent Exchange to Connect Students With Advisors

September 6, 2023 by Sagarmir61

What You Need to Know The firm says it’s focusing on institutions offering CFP programs. The expanded offerings, the firm said, now include an increased presence on the …

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