Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Big Reg Charge Slashes LPL’s Q3 Earnings Forecast
One analyst says LPL's "inability to guide effectively on expenses," particularly regulatory ones, is a "recurring problem."
What a GOP Senate Takeover Means for Dodd-Frank, CFPB, User Fees
AEI's Peter Wallison and others weigh in on what it will mean for advisors if Republicans dominate the midterm elections.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
Retired Women Face Smaller Nest Eggs, Higher Poverty Risk
Retired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
How Chess Can Make You Rich
A grandmaster and financial advisor look at investing through the tactics of the chessboard to get a more objective view of how to become rich.
SEC's Bowden: Ethical Standards More Important Than Policy, Procedures
Advisory firms striving for compliance “can’t be effective by merely having policy and procedures, even if tested,” the exam chief said.
5 Real Estate Mistakes Retirees Make
Most people heading into retirement inevitably make some sort of real estate decision. Be sure your retiring clients don't make these mistakes in the process.
Should Investors Take Advantage of Cheap Oil?
Low energy prices have many positive ramifications for the economy, forecasts from LPL and Janney Montgomery Scott say.
Top 10 Worst Baseball Contracts
Excluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.