Raymond Fazzi

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Top 10 U.S. Party Colleges

by FA Staff

Students are expected to live it up on these university campuses after a year marked by pandemic shutdowns.

Retirement Savings Accounts Reach Record Highs, Fidelity Says

by FA Staff

The pandemic hasn't deterred people from pouring money into their retirement savings, a Fidelity report says.

FPA Partners With Latino Leadership Institute

by FA Staff

The partnership is part of the FPA's efforts to inject diversity and youth into the planning profession.

U.S. Financial Illiteracy At 'Crisis' Levels, Report Says

by

Only five states received an A grade in the national financial literacy report card.

Conn. Advisor Ordered To Pay $1.5M For Defrauding Clients

by FA Staff

Christopher McClure and his firm charged his clients undisclosed fees for three years, the SEC said.

America's Top Party Colleges Of 2021

by FA Staff

These colleges are the best places to have fun when study time is over, according to Niche.com.

How To Bring Younger Clients Into Your Practice

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There has never been a more opportune time for advisors to reach out to clients' children, advisors say.

Wealth Enhancement To Buy Fifth RIA This Year, Grow To $35B AUM

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The firm's latest acquisition target is MACRO Consulting Group of Parsippany, N.J.

Former Cetera Broker Gets 5 Years For Defrauding Clients

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The Florida-based advisor took out loans in his clients' names without their knowledge, prosecutors said.

Caregivers Often Suffer Emotional, Financial Setbacks, Fidelity Says

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Those who choose to care for a loved one say the pandemic has made their situation worse, a new survey found.

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