Institutional Investors Get Social
Nearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
Female FAs Tired of Playing Musical Chairs: Ann Hughes
Recruiting existing female advisors is simply a game of musical chairs. Ann Hughes, consultant-with-a-mission, says it's time for a new game.
SIFMA, FSR Urge Passage of Cyber Sharing Bill
CISA would allow businesses and government "to quickly and effectively share critical information about cyber threats while ensuring privacy," the groups say.
Fin Tech Innovations More Trusted Than Industry as a Whole: Edelman
The financial services industry is the only example where an industry is more trusted to implement a specific innovation than it is as an industry as a whole.
What Facebook’s Future Holds for Advisors
Facebook’s plans may directly affect advisors’ business and will surely shape their social media strategies. Then there are the compliance and robo-advisor implications.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
SEC Enforcement: Former Polycom Owner Faked Expense Reports
Meanwhile, two longtime friends were accused of an insider trading scheme involving kickbacks.
International Investing and Risk: Political and Economic
Here are some of the factors affecting the oil and gas sector.
Millennials Near Tipping Point: Are You Ready?
This generation of more than 80 million potential clients is beginning a transition phase, highlighted by buying their first homes.