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Financial Advisor IQ
23 小时
Loud Budgeting Is a Thing, But Is It Changing Americans' Spending?
Loud budgeting — the practice of publicly stating your spending and non-spending plans — has gained traction in recent months ...
Financial Advisor IQ
23 小时
Cherry-Picking FA Gets Nearly 2 Years in Prison
Jonathan Vincent Glenn will report to prison on Dec. 2 after pleading guilty to a cherry-picking scheme that allegedly cost ...
Financial Advisor IQ
23 小时
Edward Jones’ AI Play? Data Stockpile Includes 500K Weekly Client Interactions
The firm’s ongoing rollout of Envestnet’s MoneyGuide and Salesforce will be key to analyzing client interactions, according ...
Financial Advisor IQ
23 小时
Hybrid RIA to Pay $325K over Alleged Reg BI Violations
The SEC has been actively pursuing firms running afoul of Reg BI since its compliance deadline in 2020, regularly going after ...
Financial Advisor IQ
23 小时
Google's AI Chatbot Not Great at Stock Picking: Report
The researchers queried Google's main language learning model, Gemini 1.5 Flash, for various investment horizons and three ...
Financial Advisor IQ
6 个月
CFP Designation Worth 10% Boost in Pay: CFP Board
Holders of the Certified Financial Planner certification earn more than other financial planners, and they're happy with ...
Financial Advisor IQ
1 天
Americans Fear Impact of Election, Inflation on Retirement
In addition, 19% of Americans think the election will determine when they'll retire, and 55% of those who haven't retired ...
Financial Advisor IQ
1 天
Commonwealth Boosts FA Training for HNW Wealth Transfers
The firm has partnered with Legacy Capitals, which provides inheritance and wealth-transfer training, coaching and consulting ...
Financial Advisor IQ
1 天
EP Wealth Acquires $1.1B Atlanta RIA
EP Wealth Advisors has announced its acquisition of Atlanta-based registered investment advisor firm CornerCap Investment ...
Financial Advisor IQ
1 天
LPL Opens New Home Office in Arizona
LPL Financial announced that it has opened a new home office in Tempe, Arizona.
Financial Advisor IQ
3 天
SEC's Gensler Has Received Death Threats: Reports
Securities and Exchange Commission Chair Gary Gensler, who has been the target of criticism about his crypto stance and has ...
Financial Advisor IQ
1 天
Envestnet Plans New Model Marketplace for RIAs
Envestnet is planning to launch a new model marketplace for registered investment advisors in coming months. The marketplace ...
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