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Debating the pros and cons of the CFA vs an MBA.

Here's what you missed this week in wealth management.

The Miami group is managed by Regional Executive Eric Termini and is part of Alex. Brown’s Atlantic region, which is led by Regional Director Brett Kellam.

More than 400 advisors and clients have used CHIP since Dana Wilson started the referral service at the beginning of last year.

Hopes that the pandemic has been curbed have dimmed as infections and hospitalizations are on the rise again due to the introduction of the extremely dangerous Delta strain. For some companies, this has disrupted their plans to bring remote employees back to their offices or institute a "hybrid" arrangement.

Enthusiasm for energy stocks could be an overreaction as society reopens.

Jim Polk is a senior investor at Homestead Funds, a Virginia-based mutual fund company created by the National Electrical Cooperative Association. The firm provides investment services to electric cooperative employees and FAs across the U.S. — many of which are in rural and suburban areas.

Jordan Glazier is the founder and CEO of Wildfire Systems.

The firm cancelled plans for in-person receptions across 10 cities.

The Salt Lake City broker-dealer, under scrutiny by regulators over its exorbitant fees and seizure of client money, lost a court battle seeking to force regulator FINRA to deal with it in person.