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The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.
9h ago -
Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15Nia Impact Capital -
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Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.
May 14 -
The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.
May 14 -
Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.
May 14 -
Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.
May 14 -
A newly proposed rule would require firms to verify customers' ID information and check it against government lists of terrorists and criminals.
May 13 -
There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?
May 13 -
To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13