FINRA Sweeps BDs on Use of Social Media Influencers, Referral Programs
By Melanie WaddellThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.
September 17, 2021
State Street, Invesco in Merger Talks: WSJThe tie-up would be a logical one and could push fund fees even lower, ETF researchers say.
September 17, 2021
COBRA Users Face End to Temporary Premium Payment HelpThe federal American Rescue Plan Act subsidy program is set to end Sept. 30.
September 17, 2021
Heather Nagengast to Head Ameritas Investment Arm: Personnel MovesShe started at Ameritas as an executive with the retail sales team.
September 17, 2021
Insurance M&A Activity ReboundsDealmakers paused to think about the pandemic. Now, they're back in action.
September 17, 2021
5 Ways Kindness Can Boost SalesSome take a dog-eat-dog approach. You could give the dog a biscuit.
September 16, 2021
How to Shine Online: FMG Suite's Samantha RussellThe digital marketing expert shares how advisors can win new business and better serve existing clients online with the right strategies and content.
September 16, 2021
Sen. Warren Pushes Wealth Tax to Help Fund Biden PlanAs lawmakers consider tax measures, Warren also touts her plans to hike taxes on the wealthiest corporations and permanently fund the IRS.