Empowering African-American Clients Through Financial Literacy
By Savita Iyer-Ahrestani"I feel like there's a swimming pool full of clients that want financial advice and Im the only one swimming in it, says Philadelphia advisor James Veal.
October 03, 2013
Users get to know HealthCare.govAn exchange system user sees a question about incarceration but no plan menus.
October 03, 2013
At ETF Conference, Reminders on Advisors’ Role and Investors’ ConcernsDoug Hodge of PIMCO kicked off the conference with a paean to the role of ETFs in client portfolios. In the Q&A that followed, investors' big concerns took center stage.
October 02, 2013
Staying Compliant With the SEC’s Anti-Testimonial RuleThe Investment Advisers Act of 1940 explicitly prohibits client testimonials. What does that mean in 2013?
October 02, 2013
Let AIGFP remain in the rearview mirrorLawsky's re-investigation of the AIG madness may transform the company from a 10-carat diamond into an ugly lump of coal.
October 02, 2013
Let AIGFP remain in the rearview mirrorLawsky's re-investigation of the AIG madness may transform the company from a 10-carat diamond into an ugly lump of coal.
October 02, 2013
The health-care law will workA senator says the law uses a private-based model Republicans supported for decades.
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