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How Are Financial Firms Attracting Digit…

As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

Advisor Who Stole from Spurs Star Tim Du…

Charles Banks IV has been sentenced to four years in jail over wire fraud charges. So reports KSAT. 

Investopedia Identifies Top 100 Advisors

Investopedia ranked the 100 most influential financial planners. The top three are Josh Brown, CEO of Ritholtz Wealth Management, Michael Kitces, director of wealth management at Pinnacle Advisory Group, and Marguerita M...

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As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

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Charles Banks IV has been sentenced to four years in jail over wire fraud charges. So reports KSAT

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Investopedia ranked the 100 most influential financial planners. The top three are Josh Brown, CEO of Ritholtz Wealth Management, Michael Kitces, director of wealth management at Pinnacle Advisory Group, and Marguerita M. Cheng is the CEO at Blue Ocean Global Wealth.

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Share prices for Alphabet, Google and about a dozen other companies were incorrectly reported to have tanked approximately 80% by a handful of services, including Bloomberg, Google Finance, and Yahoo Finance. So reports Business Insider.

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In some instances, transferring IRA savings into a tax qualified annuity and then using the annuity to purchase life insurance with a long-term care rider can be done without triggering early withdraw fees. So reports ElderLawAnswers.

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Practice Management

How Are Financial Firms Attracting Digit…

As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

Technology & Communications

New Bot Trades Off of Trump’s Tweets

A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg.

Regulatory & Compliance

FINRA Issues Social Media Guidance

Firms that provide hyperlinks to other firms’ content or news publications have “adopted” the content, which triggers a variety of recordkeeping and document retention requirements, according to recent FINRA guidance...

Markets & Investments

Reporting Services Botch Alphabet, Googl…

Share prices for Alphabet, Google and about a dozen other companies were incorrectly reported to have tanked approximately 80% by a handful of services, including Bloomberg, Google Finance, and Yahoo...

Retirement

How IRA Savings Can Fund Long-Term Care …

In some instances, transferring IRA savings into a tax qualified annuity and then using the annuity to purchase life insurance with a long-term care rider can be done without triggering...

News Roundup

Advisor Who Stole from Spurs Star Tim Du…

Charles Banks IV has been sentenced to four years in jail over wire fraud charges. So reports KSAT. 

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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