Ric Edelman Renames RIA Digital Assets Council
By Melanie WaddellThe name change "reflects our new broader charter to be of value to every company and all financial advisors," Edelman says.
July 16, 2021
Broker Who Won $34M Bias Suit Praises Firm's Diversity EffortsPledges can be tough to fulfill and follow-through is crucial, says former Edward Jones advisor Wayne Bland, the lead plaintiff in the class-action suit.
July 16, 2021
Ark's Cathie Wood Makes 6 Predictions for the Coming YearsWood is still bullish even as her ETFs have slumped this year.
July 16, 2021
Invest in Others Foundation Names 12 Award FinalistsThe awards recognize advisors for giving back to nonprofits; designated charities will receive donations of up to $75,000.
July 16, 2021
Biden's Corporate Tax Hike Plan Would Hit 1.4M Small Businesses, U.S. Chamber WarnsThese firms could be in need of some financial advice if Biden's plan to hike corporate tax rates comes to fruition.
July 16, 2021
COVID-19 Could Cut ER Use Permanently: UnitedHealthER use "doesn't seem to be coming back up" as the pandemic eases, CEO Andrew Witty says on an earnings call.
July 16, 2021
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'Half of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd switch to one who could.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.