With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials.
A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.
When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.
Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.
