In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising ...

The Securities and Exchange Commission has ordered Wahed Invest LLC, a Shariah-based robo-advisor, to pay a $250,000 civil ...

The key is understanding exactly what you’re getting in return. If you’re receiving a customized service package that could ...

As the dust settles, the ad industry finds itself at an inflection point. Leading publishers like The Wall Street Journal, ...

After withstanding harsh blowback from advisors, the CFP Board has revamped its "Quite Possibly the Perfect Job" digital advertising campaign. "Becoming a financial advisor gives you the ...

Integrated Advisors Network LLC bought a new stake in shares of Lamar Advertising (NASDAQ:LAMR – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the ...

Angi reported a decline in its third-quarter revenue due to a drop in ads and leads sales. The home-services company, formerly known as Angie's List, on Monday reported a profit of $35.2 million, or 7 ...

The SEC alleges that Wahed Invest promoted its practice through endorsements from professional athletes without disclosing ...

Shares of Gray Television are deep in the red after the company lowered its outlook for core, nonpolitical advertising revenue this year. The stock fell 29% to a low of $4.12 in early trading. Shares ...

The Certified Financial Planner Board of Standards has made key changes to an advertising campaign that ... facing fiduciary financial advisors. In the words of the CFP Board, the "Quite Possibly ...

As the only financial advisor conference dedicated to marketing ... including social media, email marketing, paid advertising, SEO, website optimization and webinars, to effectively reach and engage ...

The ad features a father-son duo, blending finance with familial aspirations. The aim? To position the brand as financial advisors and custodians of family values and legacies, where every ...