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Growth among Black and Hispanic CFPs saw double-digit percentage gains in 2021. But overall representation remains stagnant year-over-year.
January 27
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Some applicants claimed to have gained years of investment experience just days after an initial application was denied.
January 27
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The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.
January 27
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Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.
January 27
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CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.
January 27
Financial Planning -
The ranking of the largest groups of funds stayed stable while money poured in.
January 27
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Huw Morgan is Managing Principal and Insurance Practice Lead for Capco Canada, a global technology and management consultancy.
January 27
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Nathan Fisher is a managing director at
StoneTurn . As a former special agent with the FBI, he conducted complex intelligence, counterintelligence, and cyber-focused investigations and operations. In his current role, he advises clients on national security and cybersecurity.January 27
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German Nino concealed fraud losses totaling $5.8 million through fake account statements and other doctored documents, investigators say.
January 26
