Wells Fargo Starts Nationwide TV Commercials Addressing Scandal
The bank, fined $185 million for opening millions of unauthorized accounts, hopes the ad campaign will help it retain clients.
Job-Seeking Students Have Much to Learn
Last month, I visited four CFP Board-registered programs across three states.
Hedge Fund Managers Expect ‘Massive’ 34% Pay Cut: Survey
Odyssey Search surveyed 500 hedge fund professionals; firms with outflows expected to pay less in bonuses.
Your Biggest Cybersecurity Threat? Your Employees
Hackers routinely target workers who are dangerously oblivious to proper cybersecurity practices. Preventing staff-related data breaches demands firmwide education and vigilance.
Gender Pay Gap in Financial Services Is One of the Widest
A lack of women in the financial services industry, and especially in executive roles, helps perpetuate the wage gap that exists.
Financial Services Explained, Pt. 1: The Cost of Everything
In the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.
DOL Fiduciary: Outsourcing Offers Small Firms a Lifeboat
The primary focus for smaller plan sponsors looking to comply with the DOL fiduciary rule will likely be on mitigating risks through outsourcing.
Recruiting Roundup: Ameriprise Adds UBS Rep, RBC Taps Complex Chief
Deutsche Bank Wealth Management expands executive team by hiring Credit Suisse managers; more.
Lots of ‘Noise,’ Not Enough ‘Businesses’ in Advisor Space: FP Transitions’ Grau
“What worries me is that 95% of the independent space” is made up of these “books” and “practice” models, Grau told NAPFA attendees.
Why Advisor-Owners' Good Ideas Fail
To effectively communicate ideas to improve your firm, an owner-advisor needs a detailed (and flexible) strategy for changing that idea into reality.