New Dalbar Offering Aimed at Helping Advisors Improve Investor Behavior
By Bernice NapachQAIB Advisor Studio is available for $250 a year.
October 29, 2020
Million Dollar Round Table Starts Prep AcademyThe new affiliate will serve financial professionals who hope to get to the MDRT-qualifying level.
October 29, 2020
YCharts Adds Dynamic Model Portfolios: Tech RoundupAlso, Apex Clearing teams with Altruist to provide advisors a "frictionless" investing experience.
October 28, 2020
Raymond James Adds Advisors, but Private Client Profits FalterThe firm's latest earnings news comes about six weeks after it let go some 500 employees or roughly 4% of its workforce.
October 28, 2020
Advisor Group to Expand Ladenburg's Training ProgramsThe program was crucial to the decision to buy Ladenburg and will be rolled out to the entire advisor network, CEO Jamie Price says.
October 28, 2020
Most Advisors Steered Clients Away From Selling at Market's Bottom: SurveyBut most of those clients took some persuading, Incapital reports.
October 28, 2020
SEC Issues Warning on Complex Investment ProductsExpanded access to self-directed accounts and complex investment products may require tighter controls, SEC officials said.
October 28, 2020
JPMorgan Rebrands Wealth Management BusinessThe overall business has been renamed J.P. Morgan Wealth Management, while J.P. Morgan Securities has become J.P. Morgan Advisors.