Raymond James' BFAN and industry representation problems
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.
Source: financial-planning.com
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Why investing in racial equity through stocks is so complex
RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.
Source: financial-planning.com
RIA referrals under scrutiny in lawsuit against Creative Planning
A former executive with the firm claims it and other defendants Schwab, TD and Fidelity are engaging in a conspiracy and violating investor protections.
Source: financial-planning.com
Oklahoma City Veterans Receive Vehicles Through NABC Recycled Rides® Program
On April 12, two Oklahoma City veterans experienced a life-changing event---the gift of reliable transportation.
Source: autobodynews.com
Planning challenges among affluent Black wealth management clients
Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.
Source: financial-planning.com