How to Tell Your New Clients They Made a Wise Decision
By Bryce SandersIf a purchase was suitable, it's worthy of commendation.
July 25, 2024
The Software Patch That Shook an Advisor's ClientsHere are five things to say to ease the clients' worries.
July 25, 2024
At Schwab-Linked DAF Provider, Grants Surge 31% in 2024The number of advisors working with the platform rose 15%, DAFgiving360 reported.
July 25, 2024
What the BD Industry Looks Like Now, in 5 ChartsFINRA's annual snapshot shows that the number of firms continue to decrease as the number of reps increases.
July 25, 2024
Merrill Partners With Florida School to Reach Student-Athletes EarlyThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 25, 2024
UBS Grilled Over $350M Tax Evasion CaseA senator is looking into accounts held by a former military contractor who sold $7 billion of jet fuel to the U.S.
July 25, 2024
Raymond James Reports 27% Profit Growth, Weaker Cash Sweep Results"Recruiting activity remains strong," said CEO Paul Reilly, who plans to step down next year.
July 25, 2024
Client Sues Creative Planning for Missing Roth IRA ConversionThe retiree contends Creative Planning suggested annual Roth conversions, then failed to make one.