Matt Schlueter, an executive vice president of products and platform, will step into the leadership role. Meanwhile, Greg Cornick and Ed Swenson lose their 'president' titles.
Advisor’s overall optimism in the current and future state of the stock market and the economy remained high during the first month of 2025, dampened by a growing expectation of volatility over the next six months.
As wealth shifts to women in the U.S., there’s a great opportunity to build lasting client relationships. Join Athene’s Patti Hausherr for insights on what women value in financial professionals and more.
In other news of the week, Raymond James snags a Wells Fargo advisor to its independent RIA channel, and a Mariner IT exec leaves to start an RIA tech consultancy.
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