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June 20, 2024
New controversy for donald recruiting. 20 of applicants qualify. Sterling. The clippers owner is being the recruiting goal is 57,000 universally criticized for his shocking commentary about magic troops. Its the smallest in a decade. Johnson. He acts so holy. Thats because of the drive down i mean big Magic Johnson. In forces in iraq and what has he done . Tragedy in west virginia. Afghanistan and budget cuts. At least two people confirmed dead after a mine collapse. The roof reportedly fell in....
June 21, 2023
Exchange Advisor Council member Anna N’Jie-Konte and Keith Beverly have merged their practicess and aim to create the first black-owned RIA.
November 15, 2022
Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.
October 19, 2022
The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.
June 30, 2022
National wirehouses may have been drawn into the political fallout from the SCOTUS Dobbs decision—but what about the rest of the financial services industry?
June 24, 2022
While the firm’s CEO admits it has a long way to go, the group serves as an example of one way to cultivate retention and support.
June 13, 2022
RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.
May 25, 2022
A former executive with the firm claims it and other defendants Schwab, TD and Fidelity are engaging in a conspiracy and violating investor protections.
April 14, 2022
On April 12, two Oklahoma City veterans experienced a life-changing event---the gift of reliable transportation.
October 4, 2021
Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.