These Two Tech Tools Wowed Judges, Advisors at XYPN Live
By John ManganaroJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 21, 2024
Passive Investing Could Crash the Market, Swiss Re Institute Analysts WarnEventually, bad news might wake investors from sweet index fund dreams and cause them to sell, sell, sell.
November 21, 2024
SEC Chair Gensler to Step DownHis exit on Jan. 20 means the SEC could be led by either Hester Peirce or Mark Uyeda.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.
November 21, 2024
Bill Hwang Sentenced to 18 Years in Prison in $36B Family Office CaseHis conviction for fraud and market manipulation was tied to collapse of Archegos Capital Management.
November 21, 2024
American Endowment Foundation Brings Charitable Giving to Local CommunitiesCEO Ron Ransom and Chief People and Culture Officer Paula Hogan explain how the American Endowment Foundation expands philanthropy in the Ohio communities the firm calls home.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 21, 2024
How Orion Leverages Tech Know-How and Behavioral Finance for AdvisorsOrion CEO Natalie Wolfsen and Chief Behavioral Officer Dr. Daniel Crosby explain how the company supports advisors with a wide range of services.