Hearsay Adds Instagram to Platform for Advisors
By Janet LevauxThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.
January 18, 2019
How to Make a Change That SticksSometimes for us to move in the right direction, we need an "aha" moment, like running a bike into a parked car.
January 18, 2019
Broker Barred for Concealing Commissions From Native American Tribe: EnforcementMeanwhile, a firm principal was barred for falsely claiming the firm had enough assets to register with the SEC.
January 17, 2019
'Visionary' Bogle Gave SEC a Warning About Reg BI"Ideas are a dime a dozen," Bogle told SEC Chairman Jay Clayton. "Implementation is everything."
January 16, 2019
How Advisory Teams Boost Growth and Client SatisfactionEvery firm, no matter what size, can gain by using "advisor teams," which can link clients more deeply to the firm overall and not just to an individual advisor.
January 16, 2019
BofA's Wealth Unit Boosts Profits 43%: Q4 EarningsMerrill Lynch chief Andy Sieg says it intends to stay in the broker protocol for recruiting and stay out of the independent channel.
January 16, 2019
Corporate Boards Making Little Progress in Adding Women: MSCIAt this rate, the share of directors who are women won't hit 30% until 2029.