For the Public FINRA DATA FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist. For Industry Professionals FINPRO GATEWAY Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks. For Member Firms FINRA GATEWAY Firm compliance…
Blue Barn Wealth, Paragon Private Wealth Partner With Savvy Savvy Advisors Inc., a registered investment adviser affiliated with Savvy Wealth Inc., added Blue Barn Wealth LLC and Paragon Private Wealth Management LLC to its growing network of independent advisers. The two firms bring $550 million in combined assets under management to the platform. Blue Barn Wealth, headquartered in Orem, Utah,…
Charles Scharf, chief executive officer of Wells Fargo & Co., and Jane Fraser, chief executive officer of Citigroup Inc. Caroline Brehman | Qilai Shen | Bloomberg | Getty Images Walk the halls of any major banking conference or listen in on a quarterly earnings call, and one topic keeps coming up: With the window for…
By Jim Dahle, WCI Founder By Andrew Paulson, WCI Columnist <!– While it is entirely possible to finish an undergraduate education debt-free, that is becoming less and less likely for physicians, dentists, attorneys, and other high-income professionals all the time. This lengthy post is going to cover everything you need to know about managing those…
Nearly half of working Americans doubt they will ever be able to fully retire, a new survey says.
Retirement fears are running high, according to the 2026 Retirement Expectations Survey from Thrivent, the financial services company. Among the concerns:
• 47% of workers doubt they will be able to retire completely.
• Only…