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) -- Franklin Templeton Investments, a fund manager with $740 billion in assets, is pouring money into shares of independent oil exploration and production companies, betting that crude prices will rise further...
(Bloomberg) -- Machines may be taking over the world, but in at least one corner of the markets humans are beating back the robots...
Several years ago, most people would’ve thought these events were pretty unlikely: a Brexit referendum, the Fed being accused of being inconsistent, negative nominal interest rates and strange politics. But these “improbables and...
(Bloomberg) -- Before “Flash Boys” came along; before the “ 60 Minutes” crew turned up; before, in short, all of Wall Street knew his name, Brad Katsuyama championed a controversial idea: the U.S. stock market is...
In April, United Capital Financial Advisers launched a white-labeled version of its digital financial planning tools that independent registered investment advisors can license directly from the firm. CEO Joe Duran believes that business...
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...
