President Biden will announce the proposed rule Tuesday afternoon. It will include amendments concerning rollover recommendations, according to administration officials.

  By NB  Oct 31, 2023

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

  By NB  Oct 31, 2023

JP Morgan Appoints Hong Kong CEO Harshika Patel as CEO of Asia Private Bank Succeeding Kam Shing Kwang Who is Appointed as Chairwoman of JP Morgan North Asia, Harshika Patel Joins from JP Morgan Corporate & Investment Banking in Asia & Will Retain

  By NB  Oct 30, 2023

We talked to MSCI’s Jim Costello about where we are in the commercial real estate cycle and who’s been picking up the smaller banks’ business.

  By NB  Oct 30, 2023