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A Shreveport, La., financial planner and the pastor of a Houston megachurch have been indicted on fraud charges, the Shreveport Times is reporting. According to the indictment, Gregory Alan Smith, of Shreveport, and Kirbyjon H. Caldwell, of Houston, allegedly used their influence as the operator and manager of Smith Financial Group and pastor of Windsor Village United Methodist Church, respectively, to lure investors to pay more than $1 million to invest in old Chinese bonds. ...
Millennials Like Advisors, They Just Aren't Loyal to Them
It turns out that Millennials, the generation seeking out digital solutions for seemingly everything, including their investments, are interested in having a human advisor. The bad news for advisors is that Millennials are hard to keep as clients–they are four times more likely than other generations to switch advisors. ...
What Makes Edward Jones a "Great Place to Work"
Edward Jones regularly makes Fortune magazine's "Best Workplaces" list for finanical services firms. This year, the brokerage firm, with some 40,000 employees, came in first place in the category and the magazine highlighted the reasons why. ... |
