There are 74,644 people who hold the CFP mark, up 37 percent from 2007. Despite this growth, the base of CFP members still doesn’t reflect the general population, which is more ethnically, gender- and age-diverse...
(Bloomberg) -- Machines may be taking over the world, but in at least one corner of the markets humans are beating back the robots...
Is your inbox full of invitations to industry conferences? Mine is and my solution to conference invite overload is to start with a wish list of what I want to gain by attending a specific conference. This systematic approach has helped me achieve...
While registered investment advisors expect increased competition for assets and challenges from the Department of Labor’s fiduciary rule, these obstacles aren’t enough to deter advisors’ optimism...
(Bloomberg) -- Pacific Investment Management Co. plans to cut its workforce as assets under management have fallen since the September 2014 departure of Bill Gross...
(Bloomberg) -- The job market is grim on Wall Street. Trading desks are shrinking, hiring is flat, even incentive pay is taking a hit. Except in one little corner of the financial world, where managers can’t read resumes fast enough...
U.S. investors with less than $100,000 in assets may soon have an even harder time getting a financial advisor...
