See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Evan Shear thinks financial advisors lacking a social media presence are fools. Shear, a Raymond James advisor and founding partner of Heathrow, Fla.-based Crossley Shear Wealth Management, uses Facebook, Twitter and LinkedIn to connect to his...
How many of you went to business school? Don't everyone raise your hand at the same time now. While an MBA is hardly a requisite to be a financial advisor, business schools are still cranking out graduates by the droves. Which are the best of t...
(Reuters) - Regulators are undertaking a comprehensive data-driven review of the rules underpinning the U.S. equity markets, including the pricing and rebate system used by exchanges, the head of the Securities and Exchange Commission said on...
Cambridge Investment Research joined several other independent broker/dealers in temporarily suspending Cole Capital products amid the growing fallout from Nicholas Schorsch’s American Realty Capital Properties’ disclosure of a $23...
Women will retire with two-thirds the assets of men, yet they will live six to eight years longer. And for affluent women, the majority of their money is unmanaged; it’s in the bank, said Sallie Krawcheck, former head of Bank of America...
While the economy was one of the central issues that propelled Republicans to a major victory in Tuesday's midterm elections, many financial advisors told WealthManagement.com that the GOP majority in Congress would have little, if any, direct...
Now that the Republicans control Congress, the expectation is that they will want to use this opportunity to demonstrate to the American people that they can govern effectively.
On the heels of Charles Schwab’s recent announcement that it would come out with an online advice platform, CEO and President Walt Bettinger assuaged advisors’ concerns at the firm’s annual IMPACT conference this morning...