American Airlines Boeing 737 MAX jets sit parked at a facility in Tulsa, Oklahoma, U.S., May 10, 2019. American Airlines/Handout American Airlines is planning customer tours of the Boeing 737 Max and calls with its pilots in the coming weeks to boost the public’s confidence in the plane after two fatal crashes. The jets were […]
Archives for 2020
Editor’s Column: Financial Planning’s golden opportunity
It’s hard to find a silver lining in current Covid cloud but one of them may be a boost to recruiting the next generation of Financial Planners. One adviser network, Openwork, has even gone as far this week as urging people working in insurance and banking facing redundancy to retrain as advisers and planners, offering […]
‘Follow the Fauci’ — Shepard Smith makes a plea to the country
As the devastating new coronavirus surge worsens, Shepard Smith, anchor and executive editor of CNBC’s “The News with Shepard Smith,” has a message for friends, loved ones and viewers across the country: “Follow the Fauci.” “Those of us in New York and the Northeast are worried about you, our friends, our loved ones and our […]
‘Follow the Fauci’ — Shepard Smith makes a plea to the country
As the devastating new coronavirus surge worsens, Shepard Smith, anchor and executive editor of CNBC’s “The News with Shepard Smith,” has a message for friends, loved ones and viewers across the country: “Follow the Fauci.” “Those of us in New York and the Northeast are worried about you, our friends, our loved ones and our […]
Introducing Access Denied: Systemic racism in financial services
A comprehensive examination across many sectors reveals institutional barriers and outright racist abuse. How do we end the cycle? Arizent’s new documentary podcast features more than two dozen professionals. In this trailer episode, you’ll hear from the following guests in order of appearance: To hear more, subscribe to Access Denied on Spotify, Apple — or […]
UBS upgrades data and analytics platform for advisors
Six thousand UBS financial advisors are getting a new platform for market data, investment research, portfolio analytics and risk assessment. UBS Wealth Management is leaving behind the legacy Thomson One product for Refinitiv’s web-based Workspace for Financial Advisors suite. It is available now through UBS’s existing workstation, and will play a starring role on the […]
Our Town Danville: Albin Accounting – wcia.com
ciLiving.TV Posted: Oct 23, 2020 / 03:23 PM CDT / Updated: Oct 23, 2020 / 03:23 PM CDT Danville, Ill (WCIA) Becky Albin, owner of Albin Accounting shares how she helps people in Our Town Danville with their taxes and maintaining their books. Here’s more from Becky: I know small businesses and how to help […]
Our Town Danville: Albin Accounting – wcia.com
ciLiving.TV Posted: Oct 23, 2020 / 03:23 PM CDT / Updated: Oct 23, 2020 / 03:23 PM CDT Danville, Ill (WCIA) Becky Albin, owner of Albin Accounting shares how she helps people in Our Town Danville with their taxes and maintaining their books. Here’s more from Becky: I know small businesses and how to help […]
Weekend Reading for Financial Planners (October 24-25)
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$1B enterprise with 25 advisors leaves Cetera for LPL in latest big poach
LPL Financial poached a growing 50-employee enterprise from Cetera Financial Group, in at least its fifth recruiting grab of the year above $1 billion in client assets. The Tagge Rutherford Financial Group displays on its website the progression of six successively larger offices over its 27-year history in Omaha, Nebraska, all the way up to […]