American College Partners With AI Firm on 'Matchmaking' Solution
By John ManganaroThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 15, 2024
Number of People With Individual Disability Insurance StallsBut data from Warren Buffett's reinsurer found that new policy figures increased.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.
May 15, 2024
FINRA Debuts Remote Inspections Resource for Advisors, FirmsThe voluntary, three-year Remote Inspections Pilot Program starts on July 1.
May 15, 2024
Vanguard's CEO Choice Raises Questions on Firm's Future Path"Ramji will have to prove himself ... but I'm optimistic about the appointment," newsletter editor Jeff DeMaso says.