Dave Ramsey takes a jab at advisors' future clients
Dave Ramsey took a jab at younger generations in a TV interview this week, even though they're potential clients for financial advisors.
Source: investmentnews.com
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Another summer rebrand: CI Private Wealth is now Corient
CI Private Wealth, one of the fasted-growing RIAs ever, said it was rebranding as Corient, a combination of the phrase "client oriented."
Source: investmentnews.com
As Millions Flock To Threads On Opening Day, Advisors Remain Cautious
Meta’s Twitter alternative launched Thursday amid the ongoing feud between Mark Zuckerberg and Elon Musk.
Source: wealthmanagement.com
Advisors jumping onto Threads could create compliance headaches
Financial advisors are jumping onto Threads, but the new social media app from Meta could create a new set of compliance headaches for firms.
Source: investmentnews.com
As Millions Flock To Threads On Opening Day, Advisors Remain Cautious
Meta’s Twitter alternative launched Thursday amid the ongoing feud between Mark Zuckerberg and Elon Musk.
Source: wealthmanagement.com