How Do You Follow Up on Prospects?
By Bryce SandersLeads are critical to growing your practice; make sure you have a procedure to follow up.
February 26, 2021
SEC Halts Trading in 15 Companies Due to Social Media ActivityThe regulator is responding to "potential attempts to exploit investors during the recent market volatility," it says.
February 26, 2021
Focus Financial Adds $5B RIAThe addition of Prairie Capital Management strengthens Focus' position with RIA firms serving ultra-high-net-worth clients.
February 26, 2021
Ark's Cathie Wood Still Hot on Bitcoin and Tesla Despite Big DropsShe says she's not concerned about their steep price declines this week, which are hurting her firm's ETFs.
February 26, 2021
Schorsch Returns to Financial Services as Chairman of a SPACThe head of a onetime financial empire that included Cetera is now entering one of the hottest markets on Wall Street.
February 26, 2021
TIAA Names Next CEOThasunda Brown Duckett will lead a company that has paid out more than $500 billion in retirement income and other benefits.
February 26, 2021
Policygenius Names Vice President of People: Personnel MovesSymetra has a new benefits vice president. The Standard has a new compliance leader.
February 26, 2021
Midland National Puts ESG in Indexed AnnuityThe company says the contract is the first non-variable indexed annuity with an ESG option.