LUMINARIES 2022 Finalists: Community Impact — Individuals
By Janet LevauxThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced Nov. 17.
November 01, 2022
Institutional Investors Not Backing Down on Digital Assets: SurveyThe fundamentals of digital assets remain strong despite recent market turmoil, Fidelity's Tom Jessop says.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.
November 01, 2022
Financial Firms Spent $1B on Ransomware Payments in 2021The Treasury Department says some 1,489 incidents were reported last year vs. 487 in 2020.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
November 01, 2022
Graying Brokerage Industry Prompts Need for Succession Plans: FINRAA new regulatory notice encourages registered reps to have a succession plan in place.
November 01, 2022
New Goldman Platform Advises Asset Managers on Launching ETFsGoldman expects the first client ETF developed through the platform to launch in 2023.