Women Still Underserved in Finance: Edward Jones
By Emily ZulzEdward Jones surveyed 100 women at its recent women's conference.
March 16, 2018
YCharts Adds Cryptocurrency Data to PlatformAdvisors can educate their clients by creating visuals comparing traditional assets to 25 largest cryptocurrencies.
March 16, 2018
Ex-Morgan Stanley Advisor Ami Forte Has a New Job After ScandalThe former Morgan Stanley advisor, fired after a $38 million ruling, is now part of Pinnacle Investments.
March 16, 2018
NaviPlan Upgrade Boosts 'Advisor Gamma': ExecAdvisors need better financial planning software to compete against robos — and the no-longer-slumbering big banks, says Advicent COO Tony Stich.
March 16, 2018
Want New Clients in Your Neighborhood? Consider SmartAdvisorOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 16, 2018
Your Clients' Life Insurance Buyer's Guide May Change SoonInsurers and consumer groups have different ideas about how much consumers should hear about permanent life insurance.
March 16, 2018
Fate of DOL Fiduciary Rule in Question After Court RulingThe 5th Circuit decision creates uncertainty days after another court upheld part of the rule, attorney Erin Sweeney says.
March 16, 2018
SEC Charges Theranos, CEO and Former President With Fraud: EnforcementIn other enforcement actions, an insurance agent is arrested in California in a $1.6 million fraud scheme targeting elderly.