The banking industry serves a broad range of individual and business customers. Banks and credit unions have a number of different personnel to serve the needs of their clients from customer service representatives to financial advisors to private bankers. These institutions employ private bankers to provide an additional level ofContinue Reading


Robinhood IPO Details Robinhood Markets Inc., is an online brokerage company with a stock trading and investing app aimed at younger retail investors. The company, an early adopter of zero-commission trades, filed for a confidential initial public offering (IPO) in March 23, 2021. A confidential IPO allows a company toContinue Reading


Vanguard recognized an unmet need from investors for a simple, balanced investment fund to reach their retirement goals. Vanguard made an early entrance into the target-date fund arena by launching its initial selection of Vanguard Target Retirement Funds in 2003, eventually adding more target dates over later years. Each fund in the target-dateContinue Reading


Breaking into the securities industry is extremely difficult. Success takes years of study and hard work, followed by a few more years of “paying your dues.” So what happens if you reach the pinnacle only to realize you’ve been climbing the wrong mountain? Financial professionals who aren’t happy in their chosenContinue Reading