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FP Magazine - Financial Planning
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Quad-A Vision conference draws hundreds of Black financial …
WEBSep 20, 2022 · The Association of African American Financial Advisors, which often goes by the nickname of "Quad-A," drew more than 450 registered guests and 20 corporate sponsors to its Vision conference in ...
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Edward Jones bests Stifel, Fidelity and RBC in J.D. Power’s client satisfaction survey; Prudential, Advisor Group and Merrill Lynch tumble to bottom. By Tobias Salinger. April 15, 2021 8:00 AM ...
$36B CUNA Brokerage Services moving to LPL Financial - Financial …
WEBJune 14, 2021, 12:23 p.m. EDT 2 Min Read. After two massive bank-channel recruiting wins for LPL Financial this year, the No. 1 independent broker-dealer has reeled in an even larger one for next ...
Regulation - Financial Planning
WEBA FINRA settlement accuses the firm of failing to supervise a broker who recommended frequent purchases and then resales of various investment products. Find the latest Financial Planning news and ...
Fidelity Zero vs Vanguard: Which index fund is better? - Financial …
WEBAug 14, 2018 · Clearly, Vanguard’s competitors are using these funds as loss leaders, while Vanguard continues to gain market share. Fidelity, Schwab, iShares and State Street all have more expensive products ...
Meet the CRPC, a major retirement planning credential
WEBOct 19, 2023 · The chartered retirement planning counselor certification allows advisors to help individuals and families with their personal financial planning needs around retirement. It's made for advisors ...
24 tax tips for self-employed clients | Financial Planning
WEBAug 25, 2023 · Being your own boss creates big opportunities for tax savings — but only if financial advisors and their clients understand all of the complex rules surrounding self-employment, experts said ...
IBD Elite 2021: Independent broker-dealer data - Financial Planning
WEBAugust 23, 2021, 9:00 a.m. EDT 1 Min Read. The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 46 firms that generated more than $30 billion ...