Top 10 Mutual Fund Firms Most Trusted by Advisors: Cogent
An advisor’s trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.
Oil Warning: The Crash Could Be the Worst in More Than 45 Years
There's only one thing holding back a price rebound. It's a big thing.
Workers Rely on 401(k) Providers for Retirement Advice: Cerulli
As retirement plan participants age, they rely less on family and friends for advice and more on financial advisors and planners.
Raymond James, Ameriprise Beat Estimates on Strong Advisor Results
Raymond James boosts private client revenue 9%, while Ameriprise improves wealth profits 13%.
Congress Must Prevent Last-Minute Social Security Reckoning, Experts Warn
Trustees Report shows lawmakers should act to "avoid inconceivably large tax increases or benefit cuts imposed at the last moment," says the Bipartisan Policy Center.
Venture Capital-Backed Companies Raked in $32 Billion in Q2
Mega-round financing and bigger deals drove growth, new report from KPMG International and CB Insights finds.
Banks Line Up for Dot-Bank Domain Names to Help Prevent Cyberattacks
The domain extension offers enhanced security features, including strong encryption and verification requirements.
New Hire Roundup: Anderson Advances at SEC
Meanwhile, U.S. Bank Wealth Management named Daniel Wani managing director of trust and wealth planning for the Private Client Reserve.
For 3 Financial Planning Students, Here’s What the Industry Looks Like
Three TDAI scholarship winners discuss why they want to be planners and their potential impact on a graying industry.
What Older Advisors Don’t Get About Younger Ones
Older advisors are still trying to figure out how to connect with the millennials whom they hope will some day take over their practices.