The Pharrell Williams of Advisors?
Much like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
Enforcement: Deutsche Bank to Pay $2.4B Over LIBOR Manipulation
Meanwhile, RBC will pay $1.4 million to FINRA for failing to follow its own guidelines, resulting in unsuitable sales.
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2
Total number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
Renewable Energy Booms, Coal Energy Falters
In 2015, the US could set new national records for annual renewable build, coal retirements, and gas burn from the power sector.
Gates, Pritzkers Take on Musk in $5 Billion Race for New Battery
Gates is backing MIT’s Donald Sadoway, who says he’s perfected the chemistry for a 10-ton liquid metal battery.
Efficient Technologies Inc. Takes Advisors to the Next Level
Richard Walker successfully solved a mundane yet major problem for advisors like himself: forms, forms and more forms.
Rising Rate Consensus Is Wrong: Research Affiliates
Worried about rising rates? Don’t be. But there’s ample room to be worried about the reason rates won’t be rising much, Research Affiliates warns.
SEC Charges Pacific West Capital With Life Settlement Fraud
Pacific West and its owner hid and minimized "risks in order to sell more life settlements," the SEC said.