Texas Tech Offers Summer Financial Planning Course for High School Students
By Bernice NapachTexas Tech University and the Charles Schwab Foundation are teaming up to pique students' interest in the advisory profession before they get to college.
April 11, 2016
AssetMark to Be Acquired by Chinese Securities FirmThe deal with Huatai Securities is the third sale of the firm in the past nine years.
April 08, 2016
How Advisory Firms Are Responding to Demographic ChallengesAt a SIFMA conference, execs discussed how they were bringing their firms and their recruiting practices into the future.
April 07, 2016
SIFMA’s Bentsen: DOL Rule Will Have Unintended ConsequencesSIFMA president also blasted the Obama administration's comments that the brokerage industry's business model "rests on bilking" clients.
April 06, 2016
How the DOL Fiduciary Rule Will (and Won’t) Affect RIAsAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 05, 2016
FINRA, SEC Targeting EB-5 Immigrant Investor ProgramAn immigration program that's attracted $8.7 billion in investments in U.S. businesses is under regulatory scrutiny.
April 04, 2016
Top Portfolio Products: New Tools to Compare Funds and ETFsThese new products can help advisors and investors choose among the myriad funds and ETFs on the market.
April 04, 2016
How to Increase Financial Literacy? Start Young, Train TeachersBy the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.