Raymond James Names Head of Advisor Inclusion
By Janet LevauxThe marketing executive will manage the Network for Women Advisors, Advisor Pride Network and Black Financial Advisors Network.
July 30, 2019
'Graying Trend' in Advisory Industry Is Reversing: FA InsightThe median age of lead advisors is now four years younger than in 2015, a new study finds.
July 30, 2019
Maybe Insurers Could Start Multiple-Employer Retirement Plans: DOLDOL's benefits arm wonders whether financial services company MEPs should get to compete with association plans.
July 30, 2019
How Student Loan Debt Delays Milestones, Hurts RelationshipsTIAA surveyed adults age 25 to 75 who were still paying off their student loans.
July 30, 2019
DOL Puts Annuities in Association Retirement Plan FootnoteThe question is whether employers might discriminate based on lifespan risk.
July 30, 2019
Women's Funds Lure More Engaged DonorsDonors to women's funds give more to charity and support more organizations than general donors do, a study found.
July 30, 2019
Advisory Industry Still Behind in Adding Women to the RanksThe last all-male S&P 500 company board just added a woman. But where does the advisor business stand?
July 30, 2019
Tipster's Email Led to Arrest in Massive Capital One BreachThe data, which was stored on servers rented from Amazon Web Services, included names, addresses, dates of birth, and some financial information, including self-reported income.