Change Finance launches ETF based on UN goals, presentation shows the hazards of investing in bitcoin and how to get younger generations involved in family wealth discussions.
Financial advisor is a good job for older workers, a cask of scotch just sold for a record price and the Fed was always going to dismiss the September jobs report.
Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business.
First Trust leads in thought leadership, John Harrison named president of Arkadios Capital, and ex-pats rank Singapore as the best country to live and work.
There are very few digital leaders in wealth management, Dallas penny stock firm has shares suspended from trading and Working Mother magazine's list of the top 200 financial advisor moms.
Clients have an outsized view of expected returns, CFP Board approves Husson University's financial planning degree program and a New Jersey advisor pleads guilty to defrauding a client.