February 7, 2022
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Featured News
Best Places to Work for Financial Advisers
See the 75 advisory firms that made InvestmentNews’ fifth annual Best Places to Work for Financial Advisers. These firms go beyond offering advisers attractive benefits and perks; they empower employees with the skills and confidence needed to deliver the best possible investment and financial planning guidance for their clients.
Judge rips Wells, Finra, in decision over arbitration claim
At the center of the judge's order to vacate the arbitration decision were questions about whether or not Finra arbitration was a neutral forum for investors.
How UBS plans to leverage Wealthfront’s robo-adviser
Wealthfront’s technology will become the foundation of a new digital offering for the wirehouse, but a major issue will be determining how to successfully integrate it into its existing product lineup.
CI Financial’s US expansion is a Canadian success story
The Toronto-based company's business operations in the United States represent the largest and fastest-growing segment of the $304 billion financial conglomerate.
