Broker Who Won $34M Bias Suit Praises Firm's Diversity Efforts
By Jeff BermanPledges can be tough to fulfill and follow-through is crucial, says former Edward Jones advisor Wayne Bland, the lead plaintiff in the class-action suit.
July 16, 2021
Biden's Corporate Tax Hike Plan Would Hit 1.4M Small Businesses, U.S. Chamber WarnsThese firms could be in need of some financial advice if Biden's plan to hike corporate tax rates comes to fruition.
July 16, 2021
Going IndependentIf you take the RIA path, how do you keep serving clients with annuities?
July 16, 2021
Life and Health Insurers Move Through Fog: Q2 Earnings CalendarWhat investors think about these numbers affects what issuers sell, and how much the products cost.
July 16, 2021
COVID-19 Could Cut ER Use Permanently: UnitedHealthER use "doesn't seem to be coming back up" as the pandemic eases, CEO Andrew Witty says on an earnings call.
July 16, 2021
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'Half of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd switch to one who could.
July 16, 2021
Schwab Reports Mixed Results: Q2 EarningsIts second-quarter results, which include those of TD Ameritrade, were hurt by a $200 million regulatory charge.
July 16, 2021
Equitable Names Hector Martinez to Lead Life Business: Personnel MovesSymetra has a new benefits distribution executives. The Standard has added an individual annuities executive.