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The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
June 3 -
The decade’s top performers also outpaced broader markets over the short term.
June 3 -
Advisor Zaneilia Harris has come to a bleak conclusion.
June 3
Harris & Harris Wealth Management Group -
Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3 -
“The U.S. is in a lot of pain right now, and our African-American colleagues are in a lot of pain,” Jenny Johnson, chief executive officer of Franklin Resources, said.
June 3 -
Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.
June 3 -
Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.
June 3 -
Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.
June 2 -
The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.
June 2 -
Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.
June 2 -
The death of George Floyd in Minneapolis and other fatal police encounters now fueling protests nationwide have prompted executives from almost every major bank and investment firm to speak out.
June 2 -
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2 -
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
June 2 -
The funds will be used to support housing, job training and aid for small businesses in communities that have been disproportionately affected by the pandemic.
June 2 -
So-called buffer funds have attracted over $2 billion worth of inflows so far this year.
June 2 -
Bankers spent Monday cleaning up damaged branches, wondering if their small-business clients will need more emergency aid and contemplating how the racial and economic inequalities highlighted by days of violent protests nationwide can be corrected.
June 1 -
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“It is amazing that annuity sales are only down in the single digits, given the devastating effects that COVID-19 has wreaked on the annuity industry,” an expert says.
June 1 -
























