How Advisors Can Help Women Adjust to Widowhood
By Michael S. FischerDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 12, 2024
Mike James Becomes Chair of FinsecaJames, NFP's chief sales officer, aims to boost the financial security profession and strengthen ties with underserved communities.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 11, 2024
BlackRock to Liquidate 15 FundsThe funds being shuttered include thematic ETFs on sustainability and working from home.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 11, 2024
Schwab Customers Fume Over Persistent Login ProblemsUsers of Schwab's thinkorswim app also experienced login issues.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.