5 Myths That Stop Women From Becoming Advisors
By Jane Wollman RusoffMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.
September 18, 2023
SEC to Vote Wednesday on Rule to Curb Misleading Fund NamesA fund industry trade group says it's concerned about the "sweeping scope" of the rule.
September 18, 2023
LPL Nabs $1.2B Father-Son Team From Morgan StanleyThe Francis Group opted to affiliate with LPL Strategic Wealth Services, LPL's supported independence business model.
September 18, 2023
Financial Advisor Use by Blacks, Hispanics Rebounds: Allianz LifeDiverse populations differ in the topics they would most like advisors to address, a survey found.
September 18, 2023
New Retirement Bill Calls for Brokerage Window WarningThe bill would require a four-part warning to be displayed before plan participants choose this option.
September 18, 2023
Hunter Biden Sues IRS Over Tax Disclosures by Agency EmployeesThe lawsuit refers to an "assault" on his rights from the televised disclosure of confidential tax information.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 18, 2023
Bob Doll: Stock Market Upside Likely LimitedThe bar for 2024 earnings is high as inflation continues and bonds are expected to "tread water," Doll warns.