Bill Good Marketing Names New CEO
By Janet LevauxCOO Franz Widmaier takes the baton from founder Bill Good, who remains chairman.
January 28, 2021
Schwab, TD Ameritrade Put Brakes on Some GameStop TradingMeanwhile, Wells Fargo has stopped its advisors from making recommendations to clients to buy GameStop or AMC.
January 28, 2021
3 Practice Management Trends to Watch in 2021Some trends started before the COVID-19 pandemic, but the digital revolution caused by the crisis has sped up their development.
January 28, 2021
5 Ways to Address This Year's Top Compliance IssuesThe Securities and Exchange Commission continues to conduct examinations at a fast pace, and they remain quite aggressive.
January 28, 2021
Are You Marketing to the Wrong Audience?If you're spending most of your marketing budget on high-net-worth prospects, you're making a mistake.
January 27, 2021
Solving the 'Diversity Problem' in the Financial Advisory IndustryA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
January 27, 2021
Sammons Financial Agrees to Acquire Beacon Capital ManagementThe life insurer sees the deal as being an expansion of its offerings.
January 27, 2021
5 Lessons of 2020 Advisors Should Harness in 2021Last year was rough, but what many advisors learned during the past 12 months can be put to great use.