164379 results for *
January 13, 2025
Jeremy Siegel: Beware of 'Overly Optimistic' Growth Expectations
A market correction is possible as investors adjust to more moderate returns, the Wharton economist says.
January 13, 2025
Robinhood to Pay $45M to Settle SEC Claims
Robinhood "failed to observe a broad array of significant regulatory requirements," the SEC says.
January 13, 2025
Schwab, 11 Other Firms to Pay $63M in SEC Texting Crackdown
Employees used personal devices to communicate internally and externally by text messages, the SEC said.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long Game
Paul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
RILAs Will Still Be King of the Annuity Hill, LIMRA Predicts
Traditional variable annuity products might be coming up from the valley of despair.
January 13, 2025
The 4 Types of Prospects and How to Sell to Them
Longtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 13, 2025
New Bill Boosts SALT Deduction Cap
The SALT Fairness for Working Families Act increases the limit to $15,000 and eliminates the marriage penalty.
January 13, 2025
Morningstar Rolls Out Advisor Software Suite
Direct Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ Strategy
The architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Kestra Financial to Replace President in April
John Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.