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The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
June 3 -
The decade’s top performers also outpaced broader markets over the short term.
June 3 -
Advisor Zaneilia Harris has come to a bleak conclusion.
June 3
Harris & Harris Wealth Management Group -
Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3 -
“The U.S. is in a lot of pain right now, and our African-American colleagues are in a lot of pain,” Jenny Johnson, chief executive officer of Franklin Resources, said.
June 3 -
Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.
June 3 -
Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.
June 3 -
Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.
June 2 -
The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.
June 2 -
Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.
June 2












