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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 …
WEBJun 14, 2021 · CUNA Brokerage Services, which is the wealth management arm of insurer and financial services firm CUNA Mutual Group, plans to move to LPL’s Institution Services Platform in early 2022, the firm ...
FP Magazine - Financial Planning
WEBRead the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
Is RightCapital the right fit? | Financial Planning
WEBNov 28, 2016 · Is RightCapital the right fit? By Joel Bruckenstein. November 28, 2016, 9:49 a.m. EST 8 Min Read. If you regularly engage in comprehensive financial planning, odds are you gravitate to one of the ...
CFP Board discloses 1,355 black financial planners | Financial …
WEBJune 03, 2020, 4:53 p.m. EDT 5 Min Read. How many Black financial planners are there? Tobias Salinger. Chief Correspondent, Financial Planning. For reprint and licensing requests for this article ...
Actively managed funds with the best 15-year returns
WEBApr 1, 2021 · Since 2006, index trackers such as the SPDR S&P 500 ETF Trust (SPY) and the SPDR Dow Jones Industrial Average ETF (DIA) have had 15-year returns of 9.73% and 9.88%, respectively, data show. In the ...
CE Quiz - Financial Planning
WEBRead the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
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 ...
FMG Suite buys Platinum Advisor Strategies - Financial Planning
WEBAugust 27, 2018, 4:56 p.m. EDT 2 Min Read. Two LPL Financial advisors sold their coaching firm to the private equity-backed advisor marketing firm FMG Suite, in another sign of how independent ...