Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.
Merrill Wealth Co-Head Lindsay Hans said during a second-quarter earnings call that market volatility could have led some clients to “wait a little longer” before deploying new money.
J.D. Power’s annual survey of nearly 3,700 advisors forecasts a pending “talent crisis.“ In addition, LPL’s Commonwealth snags its 12th top satisfaction ranking among independent advisors, and Stifel leads for employee advisors.
Alternative and traditional asset managers are eager to grab a slice of the defined-contribution market, which they see as the next frontier of growth.
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