Tag: Workplace

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

Making breakfast for dad on father's day is always a great idea; but what does he want the other 364 days a year?

A federal judge is likely to approve a $32 million settlement against Wells Fargo & Co. in a suit brought by female financial advisers who claim they were...

The Better Life Initiative was launched this week, which aims to measure aspects of success in a society besides its gross domestic product.   

Although two-thirds (66%) of the Class of 2011 who are graduating with debt say the value of college is worth the cost, one-quarter say they would have made...

Looking at all angles of a wealthy client’s finances is undoubtedly important; one group is proposing tackling all aspects of a client's life to achieve the best outcomes.    

TD Ameritrade has started a professional development program that aims to give women in financial advisory roles the tools they need to effectively market their services to female...

In its quarterly Sentiment Survey of registered investment advisers (RIAs), TD Ameritrade found 73% of respondents said business has grown in the last six months.  

Xerox has released a free Microsoft Windows desktop app that sorts through mounting e-mails to identify what’s distracting you from “real business.”

Mohler, Nixon & Williams (MNW) have promoted senior managers Ryan Koch and Brad Wall to audit partners. 

BrightScope’s CEO says there is a need in the marketplace for investors to have more quantitative data when selecting a financial adviser.  

Wirehouses are changing the way they work with investors, advisers, and asset managers in an effort to win back some of the market share they’ve lost to regional...

Chances are, one out of four employees think you’re not doing a good job.  

UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 

Generations X and Y value working with a team; however, industry recruiters are trying to persuade with “be your own boss” tactics and not always succeeding, LIMRA research...

John Hancock’s practice management platform, Build4Success, will now include a third-party valuation and coaching services for its top 250 advisers.

The Centers for Disease Control (CDC) released its State Indicator Report on Physical Activity, 2010, and found that Tennessee has the lowest percentage of physically active adults in...

The Newport Group opened a client service center in Dallas to support its growing deferred compensation and executive benefits business services.

A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.