LPL to pay top dollar for employee reps and advisers

The independent broker-dealer’s new employee offer has a payout for the million dollar adviser of 60%
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SEC proposes increasing transparency of mutual fund, ETF reports

Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance
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Canadian buyer gobbles up $4.5 billion RIA, Balasa Dinverno Foltz

CI Financial marks its fifth U.S. deal since February, and it’s just getting started
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Envestnet Yodlee to launch client data analytics tool for advisers

Insight Solutions gives advisers access to additional client data points for a fee
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Secure Act’s pooled employer plans a dramatic change for 401(k)s

The COVID-19 crisis will make some employers more open to PEPs, but the recent hit to the economy could mean slow uptake for those plans
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