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thinkadvisor.com
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel Crosby
16+ hour, 47+ min ago —...Financial Planning > Behavioral Finance By Jane Wollman Rusoff... ..., psychologist and chief behavioral officer at Orion Advisor... ...DANIEL CROSBY: Certainly, one of the many sales tactics of finance... ...will look a lot more like a life coach,” forecasts Crosby, rather...
thinkadvisor.com
Top DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary Fight
1+ week, 17+ hour ago —...deputy assistant secretary for the Employee Benefits Security Administration... ...Conference in Washington in early October, Ali Khawar, principal... ...attorney Fred Reish, partner at Faegre Drinker, added on the panel... ...Under the National Association of Insurance Commissioners’ model...
thinkadvisor.com
Benchmarking Costs Climb as Regulators Demand More Disclosure
2+ week, 3+ day ago —...> Federal Regulation By Kim Cash and Janice Kitzman Commentary September... ...Regulators such as the Securities and Exchange Commission have established... ...Kim Cash (CFA, CAIA, CIPM, CSCP) is the founder of Cascade Investment... ...Janice Kitzman, CIPM, is a partner at Cascade Compliance and chair...
thinkadvisor.com
DOL Appeals Two Rulings Halting Fiduciary Rule
3+ week, 1+ day ago —...District Court for the Eastern District of Texas Tyler Division granted... ...District Court for the Northern District of Texas issued its own... ...Brad Campbell, partner at Faegre Drinker in Washington and a former... ...: “We’ll know more after the 5th Circuit dockets the case.”...
thinkadvisor.com
The 2025 Social Security COLA Is Out. Here Are More Numbers You Need to Know.
19+ hour, 22+ min ago —...:33 PM Share & Print The Social Security Administration announced... ...The 2025 Social Security COLA Is Out.... ...Explore the power of the Schwab franchise model....
thinkadvisor.com
Jeff Levine Joins Tax Planning Faculty at American College
19+ hour, 15+ min ago —...Jeff Levine Joins Tax Planning Faculty at American College Financial... ...American College President and CEO George Nichols made the announcement... ...Nichols said the American College faculty believes the new credential... ...firms and is presently chief planning officer at Buckingham Wealth...
thinkadvisor.com
Fidelity Sued Over Data Breach Affecting 77,000 Clients
19+ hour, 46+ min ago —...District Court in Massachusetts, Yaakov and Seth Gluck, who live... ...in Spring Valley, New York, alleged the hacker took Social Security... ...A Fidelity representative didn’t immediately respond to an emailed... ...Fidelity harmed the plaintiffs by “failing to implement adequate...
thinkadvisor.com
Dynasty Adds BlackRock, JPMorgan as Strategic Investors
6+ day, 23+ hour ago —...2024 at 02:23 PM Share & Print Dynasty Financial Partners said Tuesday... ...Morgan Asset Management.... ...Morgan, RBC Capital Markets, and UMB Bank that provides access to... ...Pictured: Shirl Penney, CEO, Dynasty Financial Partners...
thinkadvisor.com
FINRA Bars Former Morgan Stanley Advisor
5+ day, 20+ hour ago —...Robert Anthony Daly, whose registration Morgan Stanley terminated... ...Daly later became registered through Xtellus Capital Partners; that... ...Morgan, UBS and Bear Stearns.... ...in First Republic Bank shares were not in their clients’ best interests...
thinkadvisor.com
20 Worst-Paying College Majors: 2024
5+ day, 21+ hour ago —...loans, as Amy Stewart, Payscale’s principal for research and insights... ...Payscale recently compiled alumni compensation data representing... .... 20 Worst-Paying College Majors: 2024 From Charles Schwab Independent... ...Branch Services...