LPL is now offering advisors administrative support through workers in its Charlotte and San Diego offices who conduct functions such as opening new accounts. So reports Financial Advisor.
In a new study by Charles Schwab, 52% of employers say they either provide financial wellness programs or are seriously considering doing so, reports Benefit News.
Carl Richards of Park City, Utah, has launched the Society for Real Financial Advisors, which is a website dedicated to helping advisors better serve their clients. So reports Wealth Management.
Despite widespread expectations that Donald Trump would impose his own influence on the Federal Reserve by appointing his own chairperson, the president recently told reporters that Fed Chairwomen Janet Yellen “isn’t toast.” So reports Reuters.
Salesforce has just launched an artificial intelligence CRM system for advisors that it has branded as Financial Services Cloud Einstein. So reports CRM Buyer.
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