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After five years in business, David Kassir, owner and CEO of Falls Church, Va.-based broker/dealer Manna Capital Management, closed up shop this month. He then joined Wells Fargo Advisors Financial Network as an independent practice...
In recent weeks, hedge fund mangers have taken a beating—not to their portfolios, but to their public image. CNBC reports that both President Obama and presidential candidate Hillary Clinton criticized hedge fund managers for paying relativel...
Vestorly, a digital lead generation service, has launched “browser-in-the-cloud,” a new technology that allows broker/dealers to use the start-up’s digital marketing platform while also being compliant. The new technology also...
Time to clock out already? | erhui1979/iStock/Thinkstock
Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the America...
The head of LPL Financial praised the Department of Labor’s changes in its re-proposed fiduciary rule aimed at financial advisors, saying “just a couple of items to improve from here.&rdquo...
Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a...
Oh, the Places They'll Go ... | Copyright Drew Angerer, Getty Images
As the class of 2015 gets ready to put on their caps and gowns, these young, new graduates should think about becoming financial advisors, argues Ken Kamen, president of ...