Invest in Others named Michael J. Martin of ELM Wealth Management at Raymond James as winner of a 2020 award
The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance
The NASAA report analyzed the results of a benchmarking exam taken prior to implementation of Reg BI
Kurt MacAlpine, CEO of Canada’s CI Financial, joins Jeff Benjamin and Bruce Kelly to talk about his company’s buying spree
The agreement would end the class-action suit brought in early 2018
Half of the employees will stay on, but some portion will likely be let go, according to sources
Advisers need to get on board
Invest in Others announced Duane Chaney of Arch Capital Advisory Group of Raymond James as a 2020 award winner
Governance is still tops, but the pandemic has led to more concern about social factors
Advisers said they are looking for investment ideas, portfolio construction and marketing support
Workers were mostly uninterested in the expanded $100,000 loan limit, according to recently released data
Advisers are spending more time 'talking clients off the ledge'
The view clashes with Fed Chair Jerome Powell, who has urged additional support — sometimes in dire terms
The newly minted advisory firm, Oxler Private Wealth, has chosen Pershing as its custodian
Marc DeCicco and Tad Wilson started North Bend Wealth Management in Vienna, West Virginia
The survey found families are only on track to cover 33% of their savings goals
Focusing on outsmarting the markets isn’t just detrimental to your clients, it can harm the value of your business
Ginsburg fought for women to have equal access to financial tools like credit cards and mortgages
Firm owners considering a sale should think about which category they fit into as they consider what to do next
Invest in Others Charitable Foundation named Lynette Atchley of CPA Financial Advisors as a 2020 winner
