In response to employee feedback, the bank is seeking to improve engagement in underrepresented communities and considering allowing employees greater flexibility to work remotely.
In an industry dominated by men, women said they faced challenges early in their careers to prove themselves.
RPAs need to create or use high-quality content. Ideally, RPAs get their content published or speak at industry events. Though social media is important, we have all learned that it is not necessarily reputable.
Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.
Arizona’s Progressive Financial Concepts will affiliate through an LPL office of supervisory jurisdiction, Wealth Consulting Group.
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
The online trading platform could go public as soon as late in the second quarter, a source said.
In the face of an unprecedented pandemic, Dan Arnold and James Cracchiolo saw their total pay fall last year.
As an adviser, you've spent countless hours advising clients on how to prepare for retirement from a psychological perspective. Now it's time to think about that topic yourself.
Seven financial and insurance firms work with six historically Black colleges and universities to provide resources, training and connections to Black students in this group formed by Nationwide Financial in 2020.
Vanguard reigns king for incumbents disrupting the robo-adviser space, while Betterment continues to manage the most assets among independents.
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Tim Vanderloo is joining Silverleaf Wealth Management, an LPL affiliate in Omaha, Nebraska.
The awards recognize individuals, firms and industry partners that cultivate a diverse and equitable profession.
During her first three years on the commission, Peirce was part of a Republican majority. With the likely confirmation of Gary Gensler as SEC chair, Democrats will have the edge.
Howell’s eponymous RIA in Virginia is one of the relatively few in the nation owned by a person of color. And he’s trying to have his firm make a difference by working with Treasury Department programs that help encourage investments in neighborhoods that lack access to financing.
Focus Financial COO Rajini Kodialam shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
The events of 2020 led Natixis to implement several new initiatives, including creating a social justice matching-gift program, supporting the global expansion of MADE, the firm’s Boston-based group supporting racial and ethnic diversity, and incorporating shared values-based leadership training.
The first year of a client relationship is a window of opportunity to create strong first impressions, and email automation can help with this.
