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| Nov 25, 2025 | Impact Communications Clients Named 2025 ThinkAdvisor Luminaries Finalists | Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This ... |
| Dec 23, 2024 | Центробанк решил быть няшным, а Google выпустил чатбот, который матерится на русском душевнее всех | Все самые важные и интересные финансовые новости в России и мире за неделю: сохранение ставки 21% погрузило российских инвесторов в эйфорию, в РФ убыстряют замедление Ютуба, Google и OpenAI померялись «думалками» своих топовых нейромоделей,... |
| Mar 15, 2024 | Bitcoin's scarlet letter is "P" | If a pair of senators get their way, spot bitcoin ETFs will be marked with a scarlet letter "P."
Why it matters: In what might seem like a trivial battle of semantics, the label, if adhered strictly to the new exchange-traded prod... |
| Feb 29, 2024 |
New School economist calls for a ‘Gray New Deal’ for retirees | Economics professor Teresa Ghilarducci of The New School in New York recently painted a dire picture of the retirement situation in the U.S., calling on policymakers to enact what she calls a “Gray New Deal,” recalling the economic relief a... |
| Oct 22, 2023 | Is Plaid’s potential IPO a sign of fintech turning a corner? | Welcome back to The Interchange, where we take a look at the hottest fintech news of the previous week. If you want to receive The Interchange directly in your inbox every Sunday, head here to sign up! Unfortunately we can’t make it to Mone... |
| Mar 23, 2023 | Glenn Herring Named Contributing Author for ThinkAdvisor | Oklahoma Retirement Advisor Joins National Organization LAWTON, OKLAHOMA, UNITED STATES, March 23, 2023/EINPresswire.com/ -- Glenn Herring has been named a contributing author for the admired industry publication, ThinkAdvisor. In addition ... |
| Mar 11, 2023 | John Stevenson Named Contributing Author for ThinkAdvisor | Las Vegas, Nevada Retirement Advisor Joins National Organization LAS VEGAS, NEVADA, UNITED STATES, March 10, 2023 /EINPresswire.com/ -- John Stevenson has been named a contributing author for the admired industry publication, ThinkAdvisor. ... |
| Mar 11, 2023 | Wells Fargo Customers Are Missing Deposits | Wells Fargo customers are reporting missing deposits, with the bank investigating and promising a fix.
According to ThinkAdvisor, Wells Fargo is aware of the issue and put the following statement on its website:
“If you’re experiencing an i... |
| Jan 23, 2023 | Elon Musk says France's President Macron is doing the 'difficult, but right thing' by raising the country's retirement age | Jacob Zinkula
France President Emmanuel Macron is facing backlash for his plan to raise the country's retirement age.
But Elon Musk thinks it's the right decision.
Supporters are pointing to dwindling pension funds, while those opposed say ... |
| Jan 15, 2023 | Warren Buffett once counted World Book among his best businesses. Here's why the publisher became his 'most difficult problem.' | World Book, once one of Warren Buffett's favorite businesses, became his "most difficult problem."
The encyclopedia maker, which Buffett bought in 1986, was disrupted by online learning tools.
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One of Warren Buffett's... |
| Dec 26, 2022 | The title insurance industry prepares for battle | With the housing market slowing down from its pandemic-fueled frenzy, wire fraud threats, regulatory challenges and the perennial challenge of an aging workforce, the title insurance industry will have a lot to juggle in the new year. At Ho... |
| Dec 24, 2022 | Warren Buffett's daughter-in-law was stumped by what to get the investor for Christmas - so she shared her company's finances with him | Warren Buffett's daughter-in-law showed the investor her company's finances as a Christmas gift.
Mary Buffett couldn't think of anything else to give the billionaire businessman.
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Warren Buffett's daughter-in-law couldn't think... |
| Dec 23, 2022 | Warren Buffett's favorite Christmas gifts for his family? $10,000 in cash, dresses, and boxes of See's Candies. | Warren Buffett has given dresses, chocolates, and stacks of cash to family members for Christmas.
Buffett switched from giving cash to stock after realizing his children often wasted the money.
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Warren Buffett's favorite Christ... |
| Dec 20, 2022 | Morningstar shares 2 trades they say will deliver 7% yearly returns over the next decade, even after accounting for inflation — and breaks down why the 60/40 portfolio strategy is starting to look attractive again | Brendan McDermid/Reuters This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
Stocks and bonds have seen significant sell-offs this year.
But long-term, the outlook for returns looks good, Mor... |
| Nov 30, 2022 | Startup Uses AI To Deliver Custom Investment Portfolios And Usher In "wealth 3.0" | Stock MarketAdobeStock_110444731 |
| Oct 11, 2022 | The DOL's New Fiduciary Rule Faces Yet Another Delay. Here's What You Need To Know | The DOL's attempt to standardize fiduciary practices across financial professionals remains in a ... [+] holding period until at least Q1 2023.getty |
| Jul 13, 2022 | Bridget V Grimes Named to ThinkAdvisor LUMINARIES Class of 2022 | Bridget V Grimes, President of WealthChoice
Recognized in Thought Leadership and Education
Women executives and professionals are long overdue the financial resources they need to ensure their hard work translates into their ideal lifestyle... |
| Jul 8, 2022 | Independent broker dealer recruiter Jon Henschen Publishes "Which Firms Are Really Driven by Financial Planning?" | When you have investment decisions motivated by a financial plan, you have an advisor that is largely insulated from conflicts with clients and compliance departments
MINNEAPOLIS (PRWEB) July 08, 2022
Featured June 21st on ThinkAdvisor.com,... |
| May 20, 2022 | Independent broker dealer recruiter Jon Henschen Publishes "Small Broker-Dealers’ Secret Weapon" | Yet firms that do product due diligence competently are able to attract advisors with accredited and qualified investors that hunger for limited-availability products, and earn very attractive profits at the same time.
MINNEAPOLIS (PRWEB) M... |
| Mar 25, 2022 | Veteran investor Jeremy Grantham says Putin's behavior has him reconsidering his near-term market forecasts | Jeremy Grantham is no longer sure about his "superbubble" warning, considering uncertainties from Russia's war.
Calling Putin a "borderline psychotic," Grantham warned investors to expect anything can happen.
Advertiseme... |
| Feb 1, 2022 | UBS’s tie-up with Wealthfront brings in younger customers and the tech they love | The news: Swiss bank UBS Group AG will buy the robo-advisor Wealthfront for $1.4 billion, per a press release. Founded in 2008, Wealthfront oversees $27 billion for over 470,000 US clients, focusing on affluent millennial and Gen Z investor... |
| Jan 5, 2022 | Independent broker dealer recruiter Jon Henschen featured in "‘Upfront Money Should Be a Spice, Not a Main Course’" | "A fast-growing part of the industry”: larger RIAs who take independents under their umbrella but let them run their practices independently.
MINNEAPOLIS (PRWEB) January 05, 2022
"To a large extent, [broker-dealers] are just forgi... |
| Dec 24, 2021 | Warren Buffett’s daughter-in-law couldn’t think of a good Christmas gift for the investor — so she showed her company’s finances to him | Warren Buffett’s daughter-in-law didn’t know what to get him for Christmas, so she showed him her company’s finances.
Mary Buffett was married to the famed investor’s son Peter from 1980 to 1993, and the pair owned a music business together... |
| Dec 23, 2021 | Warren Buffett’s favorite Christmas gifts for family include See’s Candies, dresses, and $10,000 in cash | Warren Buffett YouTube / University of Nebraska–Lincoln
Warren Buffett’s favorite Christmas presents over the years have included dresses, chocolates, and stacks of cash.
“He would always give each of us $US10,000 ($AU13,873) in hundred-dol... |
| Dec 8, 2021 | Regulators are taking steps to increase oversight of retail investors' ability to make risky options bets | FINRA will soon take the first steps to possibly enhance rules for risky options trading.
The industry regulator will post a request for comment in the coming weeks to get feedback on options rules.
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Regulators are set to take ... |
| Dec 8, 2021 | Regulators are taking steps to increase oversight of retail investors' ability to make risky options bets | FINRA will soon take the first steps to possibly enhance rules for risky options trading.
The industry regulator will post a request for comment in the coming weeks to get feedback on options rules.
Regulators are set to take early steps in... |
| Nov 12, 2021 | The title insurance industry has a talent problem | Shannon Foglia Brandy was pretty certain she wanted a career in public relations, but after a summer internship before her senior year at Bryant University, she began considering a career in the field of title insurance.
“I was looking to c... |
| Jul 11, 2021 | Is Stock Market Risk Increasing? | The Verdon Gorges in France.getty |
| Jun 8, 2021 | Securities Trading For Children: Sound Investment Education Or An Early Gambling Addiction? | For the majority of Americans, money is the primary source of anxiety. It is especially tolling for parents and younger adults according to a study conducted by the American Psychological Association (APA), which found that more than 75 per... |
| May 13, 2021 | These Are the Top Ten China Region Funds | May 13, 2021 4 min read This story originally appeared on ValueWalk
China was the epicenter of the COVID-19 pandemic initially, but the country is now seeing a strong rebound from the pandemic-caused economic downturn. This makes China a pe... |
| May 4, 2021 | These Are The Top Ten Communications Mutual Funds | May 4, 2021 4 min read This story originally appeared on ValueWalk
Investors looking to invest in a growth-oriented sector may go for the communications sector. Along with robust return, this sector always offers growth prospects owing to c... |
| Apr 26, 2021 | Should tech managers setting compensation fear wage inflation? | Written by Technically Media CEO Chris Wink, Technical.ly’s new Culture Builder newsletter features tips on growing powerful teams and dynamic workplaces. Below is the latest edition we published. Sign up here to get the next one this Frida... |
| Apr 8, 2021 | Just Hours After JPMorgan's CEO Called for More Transparency, the Bank Asked Shareholders to Vote Against It | April 8, 2021 2 min read
JPMorgan Chase & Co.'s CEO Jamie Dimon and his board appeared to be on two different pages on Wednesday, when the CEO told shareholders that there needed to be more transparency at the company, MarketWatch repor... |
| Apr 6, 2021 | So You’re An Accredited Investor: Here’s What You Can Do Now | April 6, 2021 4 min read This story originally appeared on ValueWalk
If you recently became an accredited investor, you may not be aware of all the strategies that have just been opened to you. An accredited investor is usually a high-net-w... |
| Feb 23, 2021 | Janet Yellen's proposal for a capital gains tax in US may push global money towards markets like India | US Treasury Secretary Janet Yellen has proposed a hike in capital gains tax, as well as taxing unrealised capital gains.
Wealth managers believe this could spook investors in the US and that could move money towards emerging economies, whic... |
| Jan 26, 2021 | What Gets Measured Gets Managed: How Sustainability Reporting Can Help Save The Planet | Can stakeholder capitalism be a force for good? More and more business leaders are valuing ... [+] sustainability in response to consumers behavior. getty |
| Jan 22, 2021 | Independent Broker Dealer Recruiter Jon Henschen’s Analysis and White Paper Featured in Berman’s ThinkAdvisor article, “Advisor Group, Cetera Face Heavy Debt, Big Risks” | The heavy debt held by these two BDs, which are owned by private equity firms, limits their options in the event of a severe market downturn and constrains their ability to serve their advisors.
MINNEAPOLIS (PRWEB) January 22, 2021
In his J... |
| Jan 15, 2021 | Thirteen Predictions For 2021 In Sustainability Private Equity (Part Two) | 2021 Benjaminsgetty |
| Jan 10, 2021 | Will Tesla Break The S&P500? (Pt 3) – Did The Way It Was Added Help Create A Bubble? | |
| Dec 14, 2020 | Another Reason Not To Buy And Sell Individual Stocks: Hedge Funds Buy Your Credit Card Transaction Data To Predict The Market | People shop for Black Friday deals in Glendale, California on Nov. 27, 2020 Los Angeles Times via Getty Images |
| Dec 12, 2020 | IRS At Supreme Court Over Captive Insurance | Hand holds documents Captive insurance about insurance.getty |
| Nov 20, 2020 | Biden's Treasury pick — Privacy concerns for on-demand pay — Legal-tech deals | Happy Friday!
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It's been quite the week, which is often the case this time of year as people look to wrap things up before the holidays. However, one big bit of news could still be yet to come.
President-elect Joe Biden told re... |
| Nov 20, 2020 | Biden’s Treasury pick — Privacy concerns for on-demand pay — Legal-tech deals | Happy Friday!
It’s been quite the week, which is often the case this time of year as people look to wrap things up before the holidays. However, one big bit of news could still be yet to come.
President-elect Joe Biden told reporters he’s m... |
| Sep 1, 2020 | Notes From The U.K.: How The Bank Of Mum And Dad (BoMaD) Is Handling COVID-19 | The coronavirus pandemic has produced shocks and upheavals in so many parts of life that it’s difficult to find any area that has remained untouched. One trend has definitely been accelerated by lockdowns and outbreaks—young people, many pe... |
| Aug 19, 2020 | Fintech funding up 17% to $9.3B in Q2 despite lower deal volume | Although overall deal activity in fintech declined in the second quarter of 2020 — signaling potential headwinds aside from the COVID-19 pandemic — total funding climbed 17% quarter-over-quarter, according to a recent report from business a... |
| Dec 21, 2019 | Warren Buffett's favorite Christmas gifts include See's Candies, dresses, and $10,000 in cash | YouTube / University of Nebraska-Lincoln
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Warren Buffett's favorite Christmas presents include dresses, chocolates, and stacks of cash.
"He would always give each of us $10,000 in hundred-dollar bills," Mary Buffett, ... |
| Dec 11, 2019 | Sproutt raises $12 million to find your best life insurance policy with AI | Life insurance isn’t as popular as it once was, despite the fact that a majority of people consider it to be important. Over 80% of consumers agreed in a recent survey that people need a life insurance policy, yet just 62% say they have one... |
| Dec 11, 2019 | Sproutt raises $12 million to find your best life insurance policy with AI | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
Life insurance isn’t as popular as it once was, d... |
| Nov 30, 2019 | История антибиотиков: когда они перестанут работать Статьи редакции | До появления антибиотиков 30% смертей в США происходили из-за бактериальных инфекций. А в 2018 году их рынок оценивался в $42,6 млрд. Как работают антибиотики, в чьих скелетах их впервые обнаружили и почему пенициллин — не первое противомик... |
| Nov 22, 2019 | Here's where analysts think E-Trade fits in after reports of Charles Schwab-TD Ameritrade deal talks - and why wealth is the next battleground post-broker wars
The next frontier | Samantha Lee/Business Insider
Fee pressures have upended the discount brokerage market this fall.
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Several media outlets reported this week that Charles Schwab, the largest publicly-traded discount broker with $3.85 trillion in... |
| Oct 16, 2019 | Five Reasons Advisor Succession Plans Fail | |
| Apr 17, 2019 | Daily funding roundup - April 17th, 2019 | Panorama Medicine raised $3.7M; Airbase landed raised $7M; Super secured $20M; Redox closed $33M
NuvoAir: NuvoAir combines hardware, software and data to improve lives of people suffering from respiratory conditions. NuvoAir has raised $3 m... |
| Apr 9, 2019 | The Ledger: Bitcoin Tops $5000, Elon Musk for Dogecoin CEO, Charles Hoskinson | I’ll admit it. When I woke up in the middle of the night last week to a flurry of notifications that Bitcoin had surged 23%, to over $5,000, in a matter of an hour, I was skeptical.
I scanned Twitter. The first thing I saw was a tweet from ... |
| Nov 8, 2018 | Artivest: Removing much of the Headache of Alts Investing | The CEO of Artivest said in an interview that building his firm’s digital alternative investment platform wasn’t “rocket science” but it does remove “much of the headache” for advisors of investing in alternatives—including private equity, ... |
| May 21, 2018 | NEA Joins $15M Series A for Bestow | Bestow Inc., the company expanding insurability and democratizing access to consumer life insurance, today announced it closed $15 million in Series A funding, led by Valar Ventures, with participation from existing investors New Enterprise... |
| May 21, 2018 | Valar Ventures Leads $15M Series A for Bestow | Bestow Inc., the company expanding insurability and democratizing access to consumer life insurance, today announced it closed $15 million in Series A funding, led by Valar Ventures, with participation from existing investors New Enterprise... |
| May 21, 2018 | Bestow Raises $15 Million in Series A Financing | Bestow Inc., the company expanding insurability and democratizing access to consumer life insurance, today announced it closed $15 million in Series A funding, led by Valar Ventures, with participation from existing investors New Enterprise... |
| Sep 19, 2017 | Report: Discovery of an earlier Equifax hack complicates matters even further | Earlier this month, credit reporting agency Equifax informed the public that its computer systems had been breached, exposing the private data of 143 million Americans. But according to a new report from Bloomberg, it wasn’t the first time ... |
| Jun 29, 2017 | The CEO of an investing startup taking in $12 million a day on the future of finance, millennials, and happiness | Betterment
Jon Stein, founder of Betterment.
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It took a year for the roboadviser Betterment to reach $10 million in assets under management.
That day, in 2011, was a big one for founder Jon Stein, 37, who set up the company aft... |
| May 26, 2016 | The omnichannel customer experience is poised to take off in regulated industries | Clara Shih Contributor
Clara Shih is the founder and CEO of Hearsay Social.
The omnichannel customer experience is nothing new, especially in the consumer and retail industries. Many companies and brands are using data and automation techno... |
| Dec 10, 2015 | Medicare costs are going up for high earners | Redeem now
Piggy banks. Reuters/Tim Wimborne
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Medicare costs are going up for higher income earners (Social Security Ad... |
| Oct 8, 2015 | Millennials are big fans of Obamacare | Redeem now
U.S. President Barack Obama greets doctors on stage after delivering remarks on the need for health insurance reform this year, in the Rose Garden of the White House in Washington. Reuters/Jason Reed
FA Insights is a daily newsle... |
| Sep 24, 2015 | The IPO well is drying up | Redeem now
Bottles tied with ropes are lowered into an almost dried well in Bhaktapur. Reuters/Navesh Chitrakar
FA Insights a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
IPOs are ... |
| Aug 23, 2015 | Next-Gen Cybersecurity Is All About Behavior Recognition | Larry Alton Contributor
Larry Alton is an independent business consultant specializing in social media trends, business and entrepreneurship.
More posts by this contributor
Just how vulnerable is election technology?
Could sensor technology... |
| Jul 6, 2015 | There's a new website that will help you keep better tabs on your clients | Redeem now
Reuters
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
A new way to keep up with clients' life events (Investment News)
Advisors and clients both hate the... |
| Jun 16, 2015 | Follow these 5 investment rules to make sure you aren't gambling your money away | Redeem now
AP/Keith Srakocic
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
5 investment rules (Financial Planning)
Financial Planning says you should follow these f... |
| Nov 12, 2014 | Rich People Should Be Happy To Donate To Charity | Redeem now
Wikimedia Commons
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisers.
The Wealthy Can Benefit Financially From Giving To Charity (Investment News)
Investors wh... |
| Jul 10, 2014 | There Will Be No Real Recovery Without The Middle Class | What if they gave a recovery, and the middle class were never invited? Well, that’s an experiment we are running now, and, even with the recent strengthening of the jobs market, it’s not looking very good. |
| Americans don't have enough money for an emergency | Redeem now
Wikimedia Commons FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Americans aren't saving enough money (Bloomberg)
A new report from JP Morgan Chase & ... |
| 3 steps to invest in companies doing good, according to a financial planner | Courtesy Anika Hedstrom
Ethical investing starts with ESGs: Environmental, Social, and Governance.
There are ESG mutual funds and ETFs available, and ESG scores to help evaluate companies.
Ultimately, you need to decide what kind of impact ... |
| UBS’s tie-up with Wealthfront brings in younger customers and the tech they love | The news: Swiss bank UBS Group AG will buy the robo-advisor Wealthfront for $1.4 billion, per a press release. Founded in 2008, Wealthfront oversees $27 billion for over 470,000 US clients, focusing on affluent millennial and Gen Z investor... |
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Colorado passes law to prevent AI-generated discrimination in life insurance | The news: Colorado has pioneered a law that will be effective November 14th of this year, mandating that life insurance companies establish discrimination-curbing protocols for AI use. This legislation precedes similar measures emerging acr... |
| Report: Discovery of an earlier Equifax hack complicates matters even further | Earlier this month, credit reporting agency Equifax informed the public that its computer systems had been breached, exposing the private data of 143 million Americans. But according to a new report from Bloomberg, it wasn’t the first time ... |
| Op-Ed: New investors may keep trading even as they return to normal life and start spending again | The savings rate skyrocketed during the pandemic, approaching nearly 34% in April. Normally, that rate is closer to 7.5% of income.
New investors flush with stimulus cash and savings started trading using apps like Robinhood.
Some new inves... |
| There's a vibe shift happening in the economy as people freak out over inflation and a possible recession | Experts have started a heated debate over the probability of a recession this year, while the rest of us worry about buying gas and groceries. Getty Images
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| The CFPB’s reprimand of Trident Mortgage for redlining is bolstered by employee emails | The news: The Consumer Financial Protection Bureau (CFPB) used troubling internal employee emails at Trident Mortgage to nail down proof of redlining, per American Banker.
What happened? Last month, Trident Mortgage paid $24 million to sett... |
| Parents who take on student loans could get seriously crushed in the long run | Redeem now
Business Insider Australia FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Parents who take on student loans could get seriously crushed in the long run (N... |