-
-
One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.
April 25 -
The products have grown in popularity after undergoing significant changes in recent years.
April 25 -
James Barnash, CFP, has run his own advisory firm and taught courses on financial planning at DePaul University and William Rainey Harper Community College. He is a consultant for the personal finance company
SmartAsset. April 25 -
Wall Street whistleblowers just got another reason to take their gripes directly to the SEC.
April 25 -
While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.
April 24 -
New legal analysis suggests that the rules would add "teeth" to broker-dealer regulation.
April 24 -
The firm lost 94 existing advisors, but recruited 79 new ones in the first quarter. Here are six of its new additions.
April 24 -
Wolf Ruzicka is chairman of EastBank Technologies. He has been a leader in the technology industry for more than two decades. Since joining EastBanc Technologies in 2007, originally as CEO, he has overseen the organic growth of the company taking it from 35 employees to over 150.
April 24










