How 401(k) Record Keeper Consolidation is Helping RPAs Grow

Published on November 25, 2024

And how RPA consolidation could result in more turnover.

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“Trumpflation” Risks Likely Overstated

November 25, 2024
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.

SEC Charges Former Advisor With Cherry-Picking Trades

November 25, 2024
According to the commission, James David Burleson’s scheme caused over $3 million in losses for his clients and a 26.5% positive return for himself. The SEC argues the probability that divergence occurred by chance was “less than one in a million.”