Asia Martin

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Is DOL Rule Compliance Stunting Financial Industry Growth?

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Financial professionals have been busy preparing for the DOL rule, perhaps at the expense of growth, a new survey suggests.

Edward Jones Adds Advisors In N.C. and Calif.

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The advisors were added to branches in Lumberton, N.C., and Seal Beach, Calif.

Artists That Cross Over To Financial Planning

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Creatives are bringing their artistic eye to the financial industry.

Social Media Experts From SEC To PNC Provide Useful Tips

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Social media's importance to all companies is growing and departments should work together to support and create business.

Crow Holdings Hires Michael Levy As CEO

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Crow Holdings Capital recruits Michael Levy to succeed Harlan Crow.

Merger Underscores Need For Firms To Stay Ahead On Social Media Compliance

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A planned merger of two large social media compliance providers would offer financial services firms over 100 communication channels.

Christopher Zaccarelli Named Chief Investment Officer At IAA

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The Independent Advisor Alliance, based in Charlotte, N.C., has hired Christopher Zaccarelli.

Edward Jones Relaunches Diversity Initiative

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Edward Jones' CEO has pledged to advance diversity and improve the workplace.

Meeder Investment Management Adds SVP

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The Ohio firm hired Dan O’Toole as its senior vice president and head of third-party distribution.

Financial Companies Rank High For Inclusiveness, Says Human Rights Group

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The banking and financial services industry is second to the legal sector in inclusive policies.

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