The 2020 IA25: Josh Brown
By Janet LevauxThe CEO of Ritholtz Wealth says clients want to talk about both health and wealth during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Christine BenzMorningstar's director of personal finance says advisors should serve as sifters of news and information during the pandemic.
April 22, 2020
LPL Financial Nabs TD Ameritrade ExecJudy Ricketts is now executive vice president, Operations, and will be part of the firm's team in the Carolinas.
April 22, 2020
How Cheryl Nash Keeps Moving Forward as a Fintech StarThe CEO's mastered every job in the firm she leads, giving her varied views on the business and what it can offer women.
April 21, 2020
Possible Data Breach Affected Some COVID-19 Loan Applicants: SBAThe private data of nearly 8,000 small-business applicants may have been exposed to others, the agency stated.
April 21, 2020
Robo-Advisors: Regulators May Be Closer Than You ThinkRight now it might be the Wild West, but sometime soon, robos might find a new sheriff.
April 21, 2020
Schwab-TD Ameritrade Deal 'on Track': CEO BettingerDespite lower expected net interest income and overall revenue, the firm says no layoffs are expected due to coronavirus.
April 21, 2020
Trump Signals Deal on New Small-Business StimulusMeanwhile, lawmakers floated a bill to classify pandemic-affected small businesses for opportunity zone tax treatment.