Financial Advisor Blog - Page 67
August 17th, 2023
In July, the CFP Certification Exam was taken by 2,926 candidates, and nearly seven in ten of them passed.
Read More about CFP Exam Achieves Highest Pass Rate in 8 Years
August 16th, 2023
Edward Jones & Co. has teamed up with Citigroup to provide banking services to approximately 8 million customers.
Read More about Edward Jones Collaborates with Citi to Offer Checking and Savings Accounts
August 15th, 2023
Private equity firms are intensifying competition for investors by initiating fee discounts and presenting additional incentives.
Read More about Private Equity Firms Offer Discounts and Incentives to Investors
August 11th, 2023
This week, Merrill Lynch made the eligibility requirements for early-career advisors stricter in its Accelerated Growth Program (AGP), which has be...
Read More about Merrill Elevates Requirements in Overhaul of Accelerated Growth Program
August 10th, 2023
Morningstar reports that investors managed to save approximately $9.8 billion in fees for open-end mutual funds and exchange-traded funds (ETFs) du...
Read More about Fee-Only Advisors Propel Surge Toward Low-Cost Funds
August 9th, 2023
Experts predict that merger advisors' bonuses will decrease this year due to the stagnant nature of the business. On the other hand, asset-manageme...
Read More about Bonuses Increase or Decrease Depending Upon Position
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