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BlackRock hopes to educate TikTok followers on financial wellness as part of a push to promote “financial inclusion.”
February 4
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Billion-dollar funds are fighting each other for stakes in firms, pushing up prices and altering the landscape of Financial planning for advisors and their clients.
February 4
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Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.
February 3
Financial Planning Association -
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Dennis J. Moore is volunteer president of Financial Planning Association and an executive leader with Mercer Advisors in Dallas.
February 3
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Jeffrey Santulan and his company, Safeguard Metals, are facing enforcement actions by the SEC, the Commodity Futures Trading Commission and 27 state securities regulators.
February 3
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A group of lawmakers teamed up Thursday to introduce bipartisan legislation that aims to create a workable structure for taxing purchases made with cryptocurrency.
February 3
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The 43% of candidates who successfully finished the series in November is the third-lowest pass rate for the Level III exam and below the 10-year average.
February 3
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Peter Nesbitt is COO of
Teampay , a distributed spend management platform. He most recently served as Teampay’s vice president of finance. A former military intelligence officer, Nesbitt has a diverse background, with his expertise spanning financial leadership, fundraising and revenue growth. Prior to joining Teampay, he served in executive corporate finance roles, including director of finance at Bitly. He earlier co-founded TheFam, a music collective and events community in New York City, and served as a mergers and acquisitions analyst at an investment bank.February 3
