Finance News

Kestra’s Bluespring Buys $500M Virginia RIA

Hughes Financial Services is one of three firms to join Bluespring last year.

logo.png  By NB  Jan 31, 2024

Note Valuations to the Fore in 2024?

Shift in interest rates provides impetus to discounting promissory notes.

logo.png  By NB  Jan 31, 2024

401(k) Real Talk Episode 91: January 31, 2024

Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more.

logo.png  By NB  Jan 31, 2024

Practical Steps for Going Paperless

Embracing new technology can help increase profit margins.

logo.png  By NB  Jan 31, 2024