Monthly Archive: July 2023

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How to Name (or Rename) Your Advisory Firm

“Professionals hired to come up with [company] names typically [present] a thousand ideas. It’s not just an afternoon of brainstorming and leaving the room with 10 good ideas. It’s … scratching beneath the surface,”...

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Schwab to Close, Downsize Offices in 10 Cities

Charles Schwab is giving thousands of employees a reprieve from a recently announced return-to-office mandate as it moves instead to to shut U.S. offices in five cities and downsize in six others. A Schwab spokesperson confirmed Friday...

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Dimensional Seeks ETF Share Classes Pioneered by Vanguard

Dimensional Fund Advisors has asked the Securities and Exchange Commission to allow its mutual funds to offer exchange-traded fund share classes — a structure that the Vanguard Group has offered exclusively for more than...

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Jaguar Land Rover and Allianz Partners launch Simply Drive

Jaguar Land Rover (JLR) and Allianz Partners launch a new embedded insurance programme, Simply Drive, to give clients instant and complimentary insurance cover for first month Embedded insurance programme, Simply Drive, will offer clients...