Marc Cohen, formerly COO at the business and compliance consulting firm, joins the IBD in a business development role.
Referencing Bloomberg News story, Rich Handler says 'there's no excuse' for excluding women from social situations for fear of #MeToo movement.
To keep up with evolving regulatory requirements at the state and federal levels, Finra sees "regtech" tools like RIA in a Box becoming more popular.
But lowest-producing advisers face a pinch in pay.
Only 4 of 10 millionaires who use an adviser said their adviser had talked to them about the impact of tax reform.
New partnership with Yext hopes to modernize and future-proof Morgan Stanley advisers' online presence.
Asset manager's latest move to get its technology in front of financial advisers.
A deeper look at men's anxiety in the midst of the #MeToo movement will clarify the situation and lead to a productive response. <br>More:<br><a style="color:#B92025 !important" href="https://www.investmentnews.com/article/20181204/FREE/181209977/pence-effect-in-metoo-era-men-go-to-extremes-and-women-pay-the-price" target="_blank">&bull; In the wake of the #MeToo movement, men go to extremes and women pay the price</a><br><a style="color:#B92025 !important" href="https://www.investmentnews.com/article/20181205/BLOG09/181209968/are-you-serious-wall-street-a-response-to-the-metoo-advice-of-men" target="_blank">&bull; Are you serious, Wall Street? A response to some men's reaction to the #MeToo movement</a>
This month's edition kicks off with the big news that Blackrock is taking a whopping $123M stake in Envestnet as the company doubles down on the strategy.
Assess how to provide resources, education and support for employees who are providing care for older family members.
When it comes to 401(k)s, investors need more help with the basics.
The advisers will expand the New Jersey footprint of LPL-affiliate Gladstone Advisors
Hackers who gain access to rewards portals can redeem consumers' hard-earned points and miles for gift cards or hotel stays.
For some people, holidays can mark the onset of the blues, but advisers are in a position to help clients avoid a seasonal funk.
Will the technology be enough for the custodian to gain market share?
Funds are built for professional investors sick of waiting for SEC to approve a bitcoin ETF.
The firm's shift in policy this week puts spotlight on the fight over who controls the client.
Current approaches to building their businesses may not get retirement plan advisers to where they would like to be.
Men worried about #MeToo repercussions should consider whether their after-hour activities and jokes are appropriate.
Focusing on how technology can help advisors and their firms succeed as the wealth management business evolves, this piece outlines how the fastest-growing and most productive advisory firms leverage technology and practice management strategies.
