African-Americans Remain a Viable, Untapped Advice Market
Despite an increase in wealth, a proven track record of financial progress and greater overall financial confidence, African-Americans are being ignored by advisors.
What Does Your Style Say to Your Clients?
Gone are the days of the “guy in a black suit.”
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
New Hire Roundup: Gail Cohen to Chair New York Bankers Association
This week in new hires, Porter Schutt and Bill Dugdale joined Brown Advisory, and Brian Major went to AlixPartners.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Top 25 Fastest Growing Mutual Fund Managers for 2012
Little surprise, star manager Jeff Gundlach's DoubleLine tops the list of the fastest growing actively managed fund managers, but who else made Strategic Insight’s list?
Treasury Sells Remaining AIG Shares, Profiting From Bailout
The Treasury Department on Tuesday sold its remaining 16% of AIG common shares for $7.6 billion, putting an end to the government’s 50-month shotgun financial tryst with the global insurer.
Prudential’s LGBT Program Earns Top Honors
For the 12th year in a row, Prudential has earned top honors for diversity practices from Human Rights Campaign particularly for its commitment to programs and practices that support the inclusion of LGBT employees.
Advising the Primary Breadwinner: Working With Women
Ample research has been done on the differences in financial behavior between men and women, and today, many financial advisors who are incorporating behavioral finance principles in their practices are taking note of these elements.