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Join FSP members on March 11, 2015, for a free Lunch/Brunch Conversation with Stephen Hall, Managing Partner/CEO, LouAnn Bicicchi, Business Development Manager, and Tami Nguyen Executive Relationship Manager of iTransact,...

source: FSP

Plenty of cranky old-school holdouts in the financial services business will tell you that social media — stomping grounds of pop stars and their Gen Y fans — is not necessary. And they're right: It's not necessary. But it may as well be — if you really...

source: CNBC

Changes in demographics, technology and markets are influencing the way financial advisors interact with their clients, according to a new white paper from SEI. These changes are affecting every aspect of the industry and forcing advisors to deliver advice in different ways....

source: LifeHealthPro

Federal Reserve Board Chairwoman Janet Yellen gave an upbeat message to lawmakers Tuesday: Employment has been improving "along many dimensions," domestic spending and production have been increasing, and real gross domestic product (GDP) is now estimated to have increased...

source: ThinkAdvisor

President Barack Obama threw his support behind the Department of Labor's proposed fiduciary rule Monday, Feb. 23, afternoon, saying new uniform rules are needed to ensure financial advisors always act with their clients' best interest in mind. The President, who spoke at...

source: Wealth Management

Fines levied by the self-regulator of securities firms were approximately $135 million in 2014, an increase of 125 percent from the prior year. Fines imposed in 2014 by the Financial Industry Regulatory Authority for violations of regulations more than doubled from the...

source: Financial Advisor Magazine


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