Send news of job changes to Andrew Brent at Mutual Fund Market News, 11 Penn. Plaza, New York, NY 10001, or e-mail: andrew.brent@thomsonmedia.com. Please include the individual's previous position.
-
As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
2h ago -
Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for longer time horizons.
2h ago -
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
September 29 -
Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
September 29 -
The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
September 29 -
From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
September 29









