Edward Hayes

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Advisors Urged To Educate Americans About 529 Plans

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An Edward Jones survey found that half of adults didn't know what a 529 plan was.

Private Equity Firm's New Platform Offers Wealthy Access To Middle-Market Deals

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Milwaukee-based Borgman Capital rolled out a platform for the wealthy and family offices.

Merrill Lynch To Pay Nearly $20M In Discrimination Lawsuit Settlement

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The ex-employees, mostly financial advisors, said they earned less and were passed over for promotions.

Caprock Appoints Former NFL Player To Head Strategic Development

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Bennie Fowler III was a member of the Denver Broncos 2015 Super Bowl team.

Weight-Loss Medication Market Sparks Twin ETF Launches

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Interest in the weight-loss drug GLP-1 has inspired two funds, one active, one passive.

Miami Firm Says Private Credit Interest Up Among Advisors

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Crystal Capital said that volatility in traditional fixed income had advisors looking at private credit.

Retirees Are Transitioning Away From Work, Not Retiring Cold

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Many won't stop working on a specific date, Allianz says. Instead they'll phase retirement in.

Former Jefferies Rep Suspended For WhatsApp Communications, Finra Says

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Ariel Rivero used the app to secretly attempt to settle a dispute with a client, the regulator said.

iCapital To Launch Customized Alternative Model Portfolios

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The move comes a week after the firm launched its first model portfolios.

Goldman Sachs Offers Advisors Alt Investing Lending Option

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The Goldman Sachs Advisor Solutions program allows eligible advisors to borrow against their alternative allocations.

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