It's safe to say that the more adept you are at selecting, implementing and utilizing the available technologies, the better off your practice and your clients will be.
Sabra Purtill succeeds Lyons as the insurer's interim CFO, while Turab Hussain was named interim chief actuary.
The CEO's package includes $2 million in base salary and $23 million in variable compensation, with $16.1 million of that in the form of restricted stock units.
Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.
The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.
The CFP Board's decision to split itself into two nonprofits would allow it to establish a membership organization, but groups like FPA don't expect it to do so.
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.
The firm is the latest bank to require individual staff to bear some of the burden of an unprecedented regulatory investigation.
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
A young financial planner cites the benefits of having a supportive team and the fascination of learning about financial planning's emotional and psychological side.
The data, which is aggregated to artificial intelligence, cover more than 5,000 North American companies across 385 ESG topics.
The group is setting up a 501(c)(6) organization that will give it more latitude to talk to students about the benefits of becoming a CFP and to the public about the benefits of working with one.
Staffers earning up to $500,000 a year will share in a pool of restricted stock, according to a memo from CEO Brian Moynihan.
Golding founded Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors.
According to data collected from 14,000 RIAs, 80% are using digital client onboarding tools.
It stars with a new toolkit to help industry veterans better relate to a universe of potential clients that wants advice on its own terms.
We have reached a moment of reflection after a period of exuberant expansion.
Cory Triolo and Tim Checko are joining the IBD's investor and investment solutions team.
On net, the RIA channel gained 1,097 advisors and independent broker-dealers gained 923, while 1,291 advisors on net left wirehouses.
The CE requirements are the first for investment advisors, who must take 12 credit hours of courses in products and practice as well as ethics.
