Finance News
Fidelity’s Abby Johnson Tightens Grip on Far-Flung Family Empire
A decade into her reign, Johnson is reasserting control over the US fund giant’s London outpost. Heads are rolling.
By NB
Mar 22, 2024
Diamond Podcast for Financial Advisors: Former Edward Jones Family Business on Their Path to Growth
What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.
By NB
Mar 22, 2024
$300M California Team Joins Raymond James from UBS
The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.
By NB
Mar 22, 2024
Programs to Help Life Insurance Agents Sell More in 2024
Get creative with webinars and roleplaying.
By NB
Mar 22, 2024