XY Planning Unveils New Advisor Portal
By Jeff BermanThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 13, 2020
New York Life Chair Set to Lead Life Insurers Into 2021 Budget BattlesThe CEOs of OneAmerica and Northwestern Mutual are also on track to lead the ACLI.
October 12, 2020
On TikTok, a Psychologist Teaches Gen Z How to Build WealthDr. Brad Klontz tells ThinkAdvisor about his popular outreach efforts and how he got people to save 73% more after a 90-minute intervention.
October 12, 2020
LPL Hires BofA Exec as Chief Risk OfficerThomas Cappello, a former UBS advisor, is hired two months after LPL rolled out its employee advisor channel.
October 12, 2020
High-Earning Prospects Are Easier to Find Than You ThinkAwed by affluent prospects? Remember, they're your peers.
October 12, 2020
Departing TD Ameritrade Execs Glide Out on Golden ParachutesTD Ameritrade Institutional President Tom Nally is to receive $8.9 million, according to a proxy filing with the SEC.
October 12, 2020
The Annual Medicare Plan Sales Lifeboat Opens ThursdayHere are 5 things to know about a program that keeps sailing along.
October 12, 2020
SEC Clarifies Form CRS Rules on Reporting Disciplinary HistoryThe clarification follows a report that at least 1,300 firms failed to report disciplinary or legal events on the form.