You've Decided to Go Independent. Now What?
By Matt ReganSuccession planning, compliance and tech stack decisions will help advisors determine the right model for them.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
Big DOJ Probe Looks at Almost 30 Short-Selling Firms and AlliesAs part of the probe, the FBI seized computers from the home of Andrew Left, the founder of Citron Research, some sources said.
February 04, 2022
New Bill Creates 2 New Types of Donor-Advised Funds; Philanthropy Group BalksLawmakers say they want to ensure more of the money stored in these tax-planning vehicles is actually put to work.
February 04, 2022
Ex-NYLife Rep Gets 11-Year Prison Sentence for Stealing $1M From ClientHe spent the money on items including a BMW, Rolex watches, guns and child support payments, according to the DOJ.
February 04, 2022
Legacy Marketing Group Names a National Sales LeaderKansas City Life, MetLife, GetInsured, Alliant and Newcleus also have personnel news.
February 04, 2022
5 Keys to Managing When Everyone's Out Sick, AgainAdvisor absenteeism due to illness has reached levels that could have longer-term ramifications, Angie Herbers says.
February 04, 2022
15 Best U.S. Cities to Invest in Rental Property: 2022These growing housing markets offer high-cash-flow properties at relatively low prices, according to RealWealth.