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With many longtime advisors planning to leave the industry in the next five years, a new survey is finding some all-too-human reasons for why they aren’t further along in their succession planning. Processing Content According to a survey of 233 advisors by Edward Jones and research firm Morning Consult, the top obstacles advisors must deal…

Traders and investors are all gearing up for the US CPI report to come later in the day. And that is seeing a bit of a breather in broader markets, following the risk selloff from yesterday. That owes much to US-Iran developments, as tensions flare up again in the Middle East. But even so, the…

Being diagnosed as neurodivergent in adulthood can leave people processing their condition and in need of flexibility from their employer, while they determine the support they need. Nathyn Kerchhoff, neuro-inclusive business consultant, said many people waited as long as five years for a diagnosis and businesses needed to consider how to make reasonable adjustments…

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There are no easy solutions for brokers in such a situation. Donaldson said common steps might include changing lenders, ordering a new appraisal, and showing them a comparison with reasons why the broker believes the value is there. That can mean the broker’s role might more closely resemble project management than sales. “As a mortgage…

Hotels and restaurants cannot levy a service charge on your bill without informing you, nor can they treat it as a mandatory payment. “The Central Consumer Protection Authority (CCPA) has initiated suo motu action against 41 restaurants across the country for violation of consumer rights and adoption of unfair trade practices by levying a service…