DOL Indie Contractor Rule Would Cause 'Significant Disruption'
By Melanie WaddellThe proposed changes would spark the potential retirement of up to a fifth of independent financial advisors, a new report warns.
January 20, 2023
CFP Diversity Ticks Up in 2022While almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.
January 20, 2023
The Q4 2022 Life and Annuity Earnings CalendarIt's the time when the companies show the money.
January 20, 2023
Almost 30% of Office Workers Say They've Tried ChatGPTEmployees at BofA and JPMorgan, for instance, are using the AI program and similar tools to quickly draft emails.
January 20, 2023
JPMorgan Leaves CEO Dimon's Pay at $34.5M for 2022The firm's profits fell by 22% last year and its stock dropped 15%, the worst yearly performance in over a decade.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 19, 2023
Harry Dent: 'Crash of a Lifetime' Coming After 'One More New Low'We're in an "everything bubble" with zero chance of a soft landing, the "Contrarian's Contrarian" tells ThinkAdvisor.
January 19, 2023
The Retirement Plan OpportunityA veteran in the market says business owner and executive clients might welcome your advice.