Updated Wednesday, July 8, 2015 as of 2:32 AM ET
by: Margarida Correia
July 7, 2015
A FINRA arbitration panel ordered BNP Paribas Securities to compensate the couple for the losses they suffered as a result of an unsuitable security the firm sold them.
As the baby boomer client base enters retirement, financial planners need new ways to handle...  more »
All the content you deploy should follow the prime objective of inbound marketing: Address the...  more »
Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how...  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
The July Issue is now online!


Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

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