Proxy battle

Investments

Masimo CEO Resigns Days After Proxy Battle Ejected Him From Board

Photo by Collision Conf via CC BY 2.0

Masimo CEO Joe Kiani stepped down following a two-year skirmish with an activist investor that ejected him from his own board.

2 min read

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Advisor Upside

Can ETFs Break Into the $7.4T 401(k) Industry?

More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.

2 min read
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Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Photo by Airotcivss via CC BY-SA 4.0

Advisor Upside

SEC Fines Robo-Advisor for Athlete Endorsement Violations

The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.

1 min read

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