-
The average American will only have 78% of the income they'll need in their golden years, according to a new study from Fidelity.
March 22
-
Cetera director of regulatory affairs sees Reg BI as a key way to preserve investor choices.
-
A 22-year veteran broker is headed to prison for "intentionally preying" on seniors and families of children with special needs, the district attorney says.
March 22
-
SVB acquired Boston Private for $900 million in 2021 as part of its "vision is to be the premier financial partner for the innovation economy."
March 22
-
Steve Perkins is CIO of Top 100 Firm HoganTaylor LLP, where he provides strategic leadership and is responsible for the planning, implementation and oversight of all firm technology innovation and process improvement initiatives. The inaugural recipient of the "Bridging the Gap in Technology" Award from Boomer Consulting Inc., Perkins is a member of the AICPA, and the Tulsa CIO Forum. He earned a BBA in Finance from Northeastern State University and an MBA from Oklahoma State University, and is also a Green Belt in Lean Six Sigma for CPAs.
March 22
-
Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.
March 22
-
Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.
March 22
-
-
Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
March 22
-
