| | | | | The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent. Read More > |
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| | | We’ve made the website easier to navigate, with a cleaner design and a revised architecture to help you find the information most useful to you. Read More > |
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| | | The DOJ has filed a notice of appeal and a motion to stay the injunction. Read More > |
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| | | After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers. Read More > |
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| | | CEO Marty Bicknell says growing the mega-RIA's senior wealth advisor pool is a key priority. Read More > |
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| | | Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far. Read More > |
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| | | The RIA’s first deal of the year grows its Southeast presence. Read More > |
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| | | Use of active ETFs when constructing portfolios rose to 40% of advisors at the end of 2024, up from 13% in 2022. Strategic beta products and liquid alts are also on the rise. Read More > |
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| | | A recent lawsuit filed by Schlichter against Charter Communications’ DC plan with over $7 billion and 100,000 participants, is one of many. Read More > |
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| | | An attorney representing Frank Black in his case against FINRA believes the issue of whether the self-regulatory organization’s enforcement proceedings are constitutional could hit the Supreme Court within the next several years. Read More > |
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| | | The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines. Read More > |
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