Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
Raymond James Team Moves to RIA Model, Pershing
Financial Strategy Network, a Chicago-based financial planning firm with $550 million in assets, said Thursday that it had become an RIA firm custodying its assets with Pershing Advisor Solutions and was no longer affiliated with Raymond James Financial Services.
Fiscally Fit: Lincoln Financial Advisor Richard Harris
It's not every day that you see a 64-year-old financial advisor doing push-ups with each hand and one foot on medicine balls in front of...