Jessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
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Advisors are craving mobile solutions, and vendors are looking to satisfy.
December 6 -
The deal could grow Baird’s headcount by about 44%.
November 27 -
The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.
November 26 -
The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.
November 26 -
There’s now a way to measure whether these products do what they promise.
November 19 -
Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.
November 16 -
The broker-dealer alleges Jason Kirkland violated company policy, used confidential information and broke his 12-month non-solicitation agreement, among other claims.
November 15 -
Its purchase includes the manager’s mutual fund and ETF businesses.
November 15 -
The company's head count has expanded by 43 advisors in the past year.
November 14 -
Deductions for alimony payments will no longer be available Dec. 31.
November 2