Schwab Provides Pandemic Pay Raise, Delays Office Return
By Jeff BermanThe firm is giving most employees a 5% raise in recognition of their service to clients and each other during the pandemic, it says.
August 19, 2021
Snappy Kraken Introduces Advisor Text Marketing PlatformThe new Convos text messaging platform launched in beta for select RIAs and BDs, and will expand starting in Q4, the company says.
August 19, 2021
Orion Makes Planning Tool Available for Free to Advisors Working Pro BonoThe move is intended to "encourage advisors to volunteer their expertise in a time of extraordinary need," the firm says.
August 19, 2021
LUMINARIES Class of 2021: Diversity & InclusionMeet the firms, individuals and organizations with programs, products and services being honored for driving the industry forward.
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.