Snappy Kraken Introduces Advisor Text Marketing Platform
By Jeff BermanThe new Convos text messaging platform launched in beta for select RIAs and BDs, and will expand starting in Q4, the company says.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
August 18, 2021
Breakaway Advisors Say They're Happier Independent: DynastyBut challenges included overcoming a "steep learning curve" and "building a business nearly from scratch," according to a survey by the firm.
August 17, 2021
Advisory Firms Face Employee Retention Risks, Tough Hiring Market: DeVoeMany advisors are looking to make a move as employee morale suffers and job opportunities are on the rebound.
August 17, 2021
RIAs Took $36M in Excess PPP Loans: StudyIn another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 16, 2021
LPL, WEG Advisor Faces Child Porn ChargesWealth Enhancement Group says it terminated the advisor after his arrest last week.