Schwab Soars On Earnings Beat As Firm Pays Down Costly Debt
Charles Schwab Corp. jumped in early New York trading after reporting earnings per share that topped analyst estimates and curbing some of its debt.
SMArtX Advisory Solutions Welcomes Allspring Global Investments to SMArtY Platform
-SMArtX Advisory Solutions, an innovator in managed accounts technology, today announced that Allspring Global Investments has joined the manager-sponsored platform known as SMArtY.
FusionIQ Gets New Funding And A New CEO
FusionIQ, a leader in the delivery of cloud-based wealth management solutions, has announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful completion of a significant new fundraising round. Mr. Noll's appointment is effective today.
Dynamic Advisor Solutions: Take Back Your Time, Grow Your Practice with Advisor Technology Tools and Support
By Steve Kulesza, CFP®, Dynamic Chief Business Development Officer
You’ve built a thriving financial advisory practice within a Wirehouse or Independent Broker Dealer (IBD), but to take your business—and your personal life—to the next level, it’s time for a change. To gain the autonomy you need for both your clients and your family, you must break free from the constraints of your captive environment. Yet, severing ties is a daunting task, especially when it means leaving behind technology, back-office support, and compliance assistance.
Flexible Plan: In Investing, It's All Relative
(Jerry Wagner, Flexible Plan) The concept of relativity, where what one experiences depends on their frame of reference, can help investors understand what’s happening in the financial markets.
Einstein’s special theory of relativity posits that time slows down depending on your perspective, like time moving more slowly for someone on a moving train compared to a loved one waiting at the station. In investing, the answer to “How is the market doing?” often depends on the time period referenced.
A short-term view of the S&P 500 can look this bleak: