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Business owners will need to be nimble, flexible and willing to pivot.
The SEC case alleged the firm and its founder knew, but didn’t tell, about misrepresentations of fund performance
The post Court says fraud will cost Navellier almost $38 million appeared first on InvestmentNews.
The post Court says fraud will cost Navellier more than $31 million appeared first on InvestmentNews.
Sometimes the most powerful business lessons are embedded in novels.
Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
Rainia Washington becomes the lone African-American executive at the regulator
The post Finra adds human resources officer appeared first on InvestmentNews.
Frederick Baba, a managing director at Goldman Sachs, recalls a litany of black deaths and the protests that followed
The post Goldman executive has advice for his white colleagues appeared first on InvestmentNews.
The trio of advisers operates as PDX Wealth Management in Lake Oswego, Ore.
The post Team managing $285 million switches to Raymond James from Waddell & Reed appeared first on InvestmentNews.
The firm's new suite of eight low-cost ETFs include two funds that are no-fee.
The industry has swiftly issued statements of support for the protesters this week, and promises to "do better" for all. Beyond words, what initiatives in wealth management are actually moving the needle?
Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
The brokerage has recruited a team from UBS, with $650 million in AUM, and one from Merrill Lynch, with $220 million, this week.
CB Insights says the recent market volatility shows that investors still want a human advisor relationship.
Portraits, photography and visual art are powerful tools.
It's been hard for me to find mentors, and I've stopped attending most industry conferences.
Hold on to the lessons of the pandemic as the industry tries to go back to "normal."
The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.
The new legislation will lengthen the amount of time in which businesses can spend the loan, as well as the amount of time in which they have to pay the loan back if it is not forgivable.
Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
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