-
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 -
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 -
The mammoth coup far outpaces other recruiting deals of recent memory.
May 10 -
Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
May 10