Top Portfolio Products: American Funds, Well Fargo Add New Series, Changes
Also, AccuShares adds ETFs that track VIX, while Lincoln Financial launches a universal life product.
Top 10 Colleges With Best Career Value: Brookings
The Brookings Institution's college rankings attempt to measure the impact each school has on grads' mid-career earnings while filtering out the impact of students' backgrounds.
Ex-JPMorgan Bank Teller, ID Theft Ring Get Prison Terms for Stealing $850K
The fraudsters referred to TD Bank as “touchdown” and to JPMorgan Chase as “Yase” in wiretapped calls, New York Attorney General Eric Schneiderman says.
12 Best & Worst Broker-Dealers: Q1 Earnings, 2015
Here’s how some of the biggest firms’ earnings compared over the first quarter.
FINRA Arb Panel Grants $500K to Ex-Morgan Stanley Rep
The advisor, now with FiNet, said the firm had pushed him out and tainted his reputation.
Raymond James Adds Complex Managers, FAs From Wirehouses
In addition, it taps a marketing veteran to lead its Network for Women Advisors, which has more than 800 FAs.
Investors Increasingly Have More Than One Advisor: Hearts & Wallets
About a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
An Overlooked Benefit of Going Independent: Quality of Life
Freeing up time for a balanced life is invaluable, but too many IBDs send a message to reps that’s not much different than the wirehouses.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Raymond James Kicks Off National Indie Event
The Las Vegas-based conference is drawing nearly 1,900 independent reps and over 70 prospects.