The Dangers of Being ‘Too Nice’ to Clients
By Justin WhiteheadFar too many advisors see themselves as relationship managers or salespeople who fail to push back as needed.
September 17, 2025
SEC ‘Prioritizing’ Trump’s Push to Cull Quarterly ReportingThe SEC said in a statement it is pursuing a proposal to "further eliminate unnecessary regulatory burdens on companies."
September 17, 2025
Advisors Nudge Retirement Investors Into Riskier Portfolios, Study FindsAdvisor use, CRR finds, is associated with less safe allocations for average clients — likely to their benefit.
September 17, 2025
Schwab Adding 16 Branches, 400 Jobs to U.S. Retail NetworkThe new hires will include financial and wealth consultants.
September 17, 2025
A Flat Social Security Benefit Could Save the System — Or Threaten ItOther developed nations use a flat public pension formula. Would it work in the U.S.?
September 17, 2025
Ex-Citi Rep Fined, Suspended Over Outside Business ActivityMaximiliano Ramirez was a member and 50% owner of an insurance agency while at Citigroup Global Markets, FINRA says.
September 17, 2025
Edward Jones Opening 4 Specialized HNW OfficesThe firm will also beef up its advisor training in advanced planning and complex products.
September 17, 2025
Fed Cuts Rates Quarter Point, Signals Labor Market ConcernsPolicymakers now see two additional quarter-point cuts this year.