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Annamaria Lusardi is university professor of economics and accountancy at George Washington University and the founder and academic director of the Global Financial Literacy Excellence Center. Information about her
can be found here. February 27
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Vincent J. Delie Jr. is chairman, president and chief executive of F.N.B. Corp. and First National Bank.
February 27
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The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.
February 25
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Take a look at the news of the last week in the world of wealth management.
February 25
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But a recruiting expert says advisor independence comes with its own set of challenges.
February 25
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A trio of advisors dropped Wells Fargo as practices choose between staying with wirehouses or joining the RIA movement.
February 25
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The settlements pose an impact to the firms accused of neglecting their Form CRS, but not to giant wealth managers bracing for stronger enforcement.
February 24
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To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.
February 24
Presults -
Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.
The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.
February 24
