From a recent episode of reality TV show “Relative Success with Tabatha,” advisors can learn a lesson in the way she encourages the family to address their complex problems.
Low unemployment, tax cuts, rising wages, higher oil prices, record market highs – do we “need” the infrastructure spending to boost the economy? How will we pay for it?
The Intercept seeks to answer the question in a searing profile of the former Sullivan & Cromwell lawyer, out Tuesday. The piece casts a gimlet eye on Clayton’s past, his coziness with Wall Street, as well as his moves since taking over as chair of the Securities and Exchange Commission. ...
CFA Partners with Bloomberg for Education The CFA Institute has partnered with Bloomberg for Education to create a database of Bloomberg Terminal functions that match up with concepts that CFA candidates are learning. Bloomberg identified 387 functions that put Learning Outcome Statements of the CFA program into practice. ...
Edelman Picks Envestnet for Digital Platform Edelman Financial Services has chosen Envestnet's digital platform for its financial advisors. Envestnet will support the Edelman Managed Asset Program, which has over $22 billion in assets managed by 163 advisors in 43 offices across the U.S., by providing financial planning tools, unified managed account technology and access to Envestnet's quantitative portfolios. ...
