The markets have been on a wild ride so far this year. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on current markets.
The board's Center for Financial Planning provided more than $300,000 in scholarships last year, up from the more than $200,000 it awarded in 2020.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
Fund firm will use tools to increase personalization of its retirement accounts.
HM Capital Management adds $5.5 billion in assets under advisement.
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
Now that it has broker-dealer status, Gemini Galactic Markets can operate an alternative trading system that will facilitate the trading of digital asset securities.
Regulator's complaint details examples of repeated applications – in some instances as many as 13 in one month.
Klein Financial Advisors, a Newport Beach, California-based RIA, has a strong emphasis on serving women.
Pat Clifford and Tyler Lewis are opening their own firm in Texas and affiliating with LPL via Strategic Wealth Services.
