Bob Rodriguez: Stock Market 'Delusional'; Hard Landing Ahead
By Jane Wollman RusoffFirst Pacific Advisors' former CEO tells ThinkAdvisor where he's investing as he predicts a brutal downturn.
October 04, 2023
Nitrogen Unveils Platform Updates at FearlessLead Management software, coming in 2024, uses AI-driven predictive analytics to help advisors' prospecting.
October 04, 2023
California Annuity Sales Rule Bill StallsThe bill, supported by the insurance industry, has faced strong opposition from California consumer groups.
October 04, 2023
Fidelity Investors Report Trading Platform OutageInvestors had problems with options trading on the site this morning, social media posts indicated.
October 04, 2023
Final DOL Independent Contractor Rule Lands at OMBThe Financial Services Institute has maintained that DOL's new rule should be withdrawn.
October 04, 2023
LPL Adds $1B Team to Employee Advisor ChannelThe three-person team joined Linsco by LPL Financial from Fifth Third Private Bank and launched PB FAM Private Wealth.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.