Stay updated with breaking news from Litman Gregory. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
BofA Securities analyst downgrades Aon plc to Underperform, citing underperformance, integration risk, and management changes. $306 price target.
Visa is launching new technology to improve e-commerce, using secure tokens to share customer data. CEO highlights benefits at tech conference.
Jack Chee has been named CIO-U.S. of Litman Gregory Wealth Management and iM Global Partner Fund Management, replacing Jeremy DeGroot.
Chee was previously head of fixed income strategies.
Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.