Cynthia Fernandez is a Reporter at Financial Planning. Follow her on Twitter at
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Alexandria Capital is led by CEO Augustine Hong and CIO Jonathan Ferguson.
September 8 -
She was previously president of Ally Invest and, before that, a managing director at TD Ameritrade.
September 2 -
SmartAsset looked at nearly 11,000 financial advisory firms that are registered with the SEC and headquartered in the U.S.
September 2 -
SEC fines 3 independent brokerages a collective $750K over email hacks that hit thousands of clients The firms failed to update their cybersecurity policies immediately after client data was exposed.
September 1 -
Emerging markets have been shocked by recent regulation from the Chinese government and the coronavirus pandemic.
September 1 -
A report by the Center for Retirement Research at Boston College found that a jump in inflation could keep the COLA from meeting the rising costs that retirees face.
August 25 -
Each member of the four-person team is under 40 years old and they have a combined 40 years of professional experience.
August 20 -
Pay for industry professionals has increased much faster in some parts of the country than it has in others.
August 19 -
A legacy insurance institution has entered a placement agent agreement with cryptocurrency platform NYDIG.
August 13 -
New role will oversee leaders and businesses of Wells Fargo Advisors Financial Network (FiNet), First Clearing, and the Registered Investment Advisor (RIA) custody business.
August 5